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
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
Grantor Retained Annuity Trusts (GRATs) can be used to minimize the impact this will have on your estate.
An investment that appreciates is a great way to passively increase wealth for available extra funds. However, depending on its growth, it could also have tax implications on Continue reading
Not all inheritances your children will receive from your estate have to be equal because, let’s face it, equal isn’t always fair.
While it is natural for parents to want to treat their children equally in their Estate Plan, there are some circumstances in which a parent might want 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
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
While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable trust can help.
A durable power of attorney allows you to appoint someone you trust to step Continue reading
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.
There are two main problems with naming a minor as 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 |