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When putting your affairs in order by creating or shoring up your estate plan, the many decisions you face can be overwhelming. It is easy to overlook some things -- especially items they don’t think of as traditional assets. Many people are surprised when they...
A well-crafted trust can offer numerous benefits to your legacy, including asset protection, tax efficiency and control over your estate, allowing you to specify how and when your beneficiaries will receive their inheritances. It also provides a smoother transition...
Successful professionals and those with family obligations often recognize that estate planning is important for them and their families. Some people take for granted that their loved ones can immediately inherit their property if they die. Inaccurate assumptions...
Although drafting your estate plan is a personal matter, if you are married, you need to discuss it with your spouse, as its provisions will affect them. But how can you hold the conversation effectively to ensure you are on the same page? Here are four tips that can...
Probably no one understands the concept of “pull yourself up by your bootstraps” better than a Texan. This is the state where the gentleman and wildcatter sit next to each other, having a drink and sharing tales. Hard-working Texans also understand the concept of...
If you have an estate that’s worth enough to trigger the federal estate tax, it’s crucial to take steps to reduce or even eliminate these taxes. They can take a big bite out of the assets you want your loved ones as well as charitable organizations to have after...
A financial power of attorney (POA) in Texas grants an agent the authority to manage the financial affairs of the POA’s creator. This is an important document to set in place as part of the estate planning process because an agent can care for a POA creator’s finances...
The main goal of your estate plan is likely just to pass your wealth on to the next generation. You certainly can use it to do other things, such as making healthcare or medical decisions, but asset distribution is one of your top areas of focus. There are many...
Texas breeds business success stories. From booming tech startups in cities like Dallas and Austin to sprawling oil fields, the state fosters a can-do spirit that propels businesses to the top. But for highly successful entrepreneurs, securing their hard-won legacy...
Most children would expect to receive something when their parents die. Most parents would want to leave their children something too. However, there are occasions when a parent may wish to leave one or more children nothing at all. There could be many reasons for...