As trust beneficiaries, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed.
A trust is a legal arrangement through which one person, called a “settlor” or “grantor,” gives Continue reading
Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.
While an estate plan is important for everyone, it is especially important for Continue reading
Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple.
Getting season tickets to your favorite sport is not always an easy task. Season tickets for some teams can cost a lot of money and require Continue reading
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation as an Estate Planning Tool.
Unlike a traditional IRA, contributions to a Roth IRA are taxed, which means that the distributions are tax-free. Also, Continue reading
Naming a trust as beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate.
There are a lot of good reasons to name a trust as beneficiary of a retirement plan, whether it is Continue reading
The executor’s job of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if there are problems, the job can drag on for years.
An executor is the person responsible Continue reading
Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don’t want your IRA distribution, one option is to donate it to charity and get a tax deduction.
You are required to begin taking distributions from your tax-deferred IRA Continue reading
Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?
Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or her wishes and to the benefit of Continue reading
While an inheritance is usually desired, there are some circumstances in which it might be unwelcome. If you don’t want an inheritance, you must disclaim it.
Most people who receive an inheritance are honored, but for some, it can be more of a burden than a blessing. The following Continue reading
We’ve all been warned about protecting ourselves from identity theft, but one group of victims can’t take action to defend themselves—the dead. Identity thieves steal the identities of more than 2 million deceased Americans a year, according to fraud prevention firm ID Analytics. Continue reading
800 N. Industrial Blvd., Suite 106
Euless, TX 76039
While my address is Industrial Blvd, we are actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off of Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy at the far end of the building.
| Mon-Thurs | 8:30am-5:00pm |
|---|---|
| Fri/Sat/Sun | Closed |
