Not having a estate plan could become a financial burden surviving loved ones may not be prepared for. So, what happens when they cannot afford to complete the Probate process?
This is exactly what happened with Prince’s estate. Without a Will or an Estate Plan, his heirs (namely, Continue reading
Whether you’ve just bought your first home, finished building your dream home, relocated for a career or business opportunity, retirement, or other reasons, moving into a new state can be an exciting and emotional experience. As you begin your next chapter in your new address, there Continue reading
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
You Can Create a Highly Customized Method for Passing on Your Real Estate. Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that investment property can also double as a personal 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
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
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 |