Whitney Houston Estate Plan, a story on errors and costly mistakes. For many parents, creating an Estate Plan is one of the most important things they can do to ensure their family’s financial and emotional well-being, and to give themselves peace of mind knowing that their wishes Continue reading
Estate Planners are often asked a question that has no definite answer: “How much does Estate Planning cost?” While this may seem like a simple enough question to ask, to answer isn’t as straightforward.
The problem with answering stems from the underlying belief of the person asking Continue reading
Divorce is more common now than it was in the past. So is remarriage. However, it is not just your own divorce and subsequent marriage that can affect your Estate Plan – even a beneficiary’s or a fiduciary’s can significantly impact it, too.
When You Remarry
While the thought of having Continue reading
Should You Include Your Stepchildren or Step-grandchildren in Your Will or Trust? The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, and in about half of those Continue reading
With couples of similar ages, Estate planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your spouse, Continue reading
The rules for Required Minimum Distributions (RMDs) have gone through changes in recent years. If you want the RMD rules 2023 read on to learn more.
Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year beginning when Continue reading
Is long-term care insurance worth it? Long-term care insurance is a critical yet often overlooked part of an Estate Plan. With 40% of those currently receiving long-term care nationally being adults 18 to 64 years old and an estimated 70% of Americans expected to need long-term care Continue reading
Learn how high-net-worth families can use smart Estate Planning strategies to save on taxes and make the most of their assets.
While Estate Planning is not just for the wealthy, as a person’s net worth increases, so does the possible complications and taxes that may arise in the distribution Continue reading
When I first started doing estate planning, I was amazed at how many people thought that it was something only for the wealthy. That is simply not true. Everyone, no matter the size of your estate, can benefit from having an estate plan. Even if an estate planning tool has been Continue reading
By Beverly Brown Ward, CPA
Tax Season 2021 begins Monday January 24, 2022 with the Internal Revenue Service accepting e-filed federal income tax returns beginning that day. This is a slight change from the January 27th begin date that was provided in December by the Service.
Due 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 | By Appointment Only |
| Sat/Sun | Closed |