Why You Need a Trust

Why You Need a Trust

Here’s the basic idea behind trusts, to help you understand why you might or might not need one. What is a Trust? Think of a trust like a treasure chest. You originally bought property or earned money in your own name. You then transfer those assets into the trust’s...
Make Sure Your Financial Information Is In Order

Make Sure Your Financial Information Is In Order

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones’ burden in the future. It will ensure proper management of your financial situation and afford control over...
Planning Ahead For Children With Special Needs

Planning Ahead For Children With Special Needs

Estate planning requires specialized planning especially when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis...
Many Retirees Are Scared to Spend their Wealth

Many Retirees Are Scared to Spend their Wealth

Across the nation American citizens, even the “wealthy” ones, are worried about running out of cash and are scared to spend. Bloomberg.com is reporting many retirees, and near-retirees are sitting on their wealth in much the same way large corporations are hoarding...
Understanding the Probate Process in Texas

Understanding the Probate Process in Texas

Probate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will’s...