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
Although the vast majority of Americans have estates that fall under the gift and estate tax exemption, the exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption and aren’t negatively affected Continue reading
One of the many factors to consider when setting up a trust is whether to make it a grantor trusts or a non-grantor trust. While a grantor trust is more common, a non-grantor trust can be useful in certain circumstances.
A grantor trust is any trust in which the person setting up Continue reading
Now, more than 70% of Americans don’t have an estate plan in place. Several aspects of the planning process can really seem overwhelming, which is one of the reasons why people procrastinate. They put it off and put it off and then it’s too late to get anything done.
When it comes Continue reading
Often times clients ask me about getting a do not resuscitate order aka DNR. The first thing you must know about these orders is that the order instructs a health care professional not to attempt cardiopulmonary resuscitation, transcutaneous Continue reading
While most people are motivated to get their estate planning done because they have concerns about what will happen to their property upon their death or taking care of minor children, there is another reason why you should put an estate plan in place and that is planning for a period Continue reading
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust.
Depending on the trust, a trustee’s duties can include managing trust 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 |
