A Totten Trust is an effective Estate Planning tool for transferring your money to your beneficiaries with minimal to no drama. Find out more about how it works.
What Is A Totten Trust?
Totten trusts, or payable-on-death bank accounts, are an Estate Planning tool that allows you 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
Higher Tax Exclusions In 2023 Can Benefit Your Estate Plan, the buzzword of 2022 has been inflation. We all felt it – and it’s highly doubtful anyone enjoyed it. But although inflation is generally nothing to be pleased about, it has prompted the IRA to make adjustments to the annual 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
The Swedish practice of death cleaning can help streamline your estate plan and simplify the probating of your estate. No, it’s not about dusting the furniture and mopping the floors after someone dies; nor is it about crime scene cleaning. Swedish death cleaning is a practice that 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 leaving investment properties or real estate, find out how a 1031 Exchange can become a smart Estate Planning tool to deal with capital gains taxes.
Depending on the size of your estate, there are various smart estate planning strategies that are helpful for minimizing or reducing Continue reading
Surviving spouses now have a longer window to benefit from unused gift and estate tax exemption of their dearly departed’s estate.
On July 8, 2022, the Internal Revenue Service issued new guidance that allows a deceased person’s estate to elect “portability” of their unused gift Continue reading
People can spend a lifetime curating art, having these smart estate planning strategies can be lifechanging. It can be a passion for many people and, often, it’s more about enjoying the art or the medium itself than about ensuring financial gain.
However, not everyone will share or Continue reading
Do you know who will handle matters of your estate when you’re gone? Has a close friend or loved one asked you to be the executor of their Will?
Appointing or agreeing to become an executor is something that should not be taken lightly – it’s a role that entails many crucial and serious 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 |