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Ten years ago, your first child was born, and you realized it was time to think about the future. You decided to buy a life insurance policy and name your child as the beneficiary. This way, if anything unexpected happens to you, your child would have a substantial...
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...
Trusts are great financial vehicles for preserving generational wealth. But there are potential pitfalls of which those funding the trusts should be aware. One thorny issue that can create problems is the choice of trustee over the funds of your beneficiary. Read on...
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...
Ensuring the protection of your wealth is not just about managing your finances during your lifetime but also planning for unexpected events, such as incapacity. Incapacity can strike anyone due to illness, injury or other unforeseen circumstances. When incapacitated,...
Estate planning largely revolves around an individual making plans for when they die. A will is a crucial component in this process. It can outline who should receive different types of assets. When a loved one passes away, this can be very upsetting for friends and...
Crafting a well-rounded estate plan is vital for many reasons. It can help to ensure that your assets are distributed per your wishes and allow you to control your finances and healthcare if you become medically incapacitated. For many, estate planning goes beyond the...
You’ve owned and run your company for several years now, but the reality is that you’re getting older. You may not intend to go anywhere yet, but there is no harm in being prepared and implementing a business succession plan. You have several options for this, with...
Decanting a trust is a legal process in Texas that allows trustees to transfer assets from one trust into a new trust with different terms. It gives trustees flexibility in managing trusts to suit beneficiaries' needs better or address changes in circumstances....