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What are Big Mistakes to Avoid in Estate Planning?
“Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.” Continue reading
Posted Aug 1, 2022 at Texas Estate Planning
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Does Potential IRS Change Have an Impact on Estate Plan?
“The IRS is weighing a change that could leave your heirs poorer than you might hope.” Continue reading
Posted Aug 1, 2022 at Texas Estate Planning
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What are Big Mistakes to Avoid in Estate Planning?
“Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.” Continue reading
Posted Aug 1, 2022 at Texas Estate Planning
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Addressing Vacation Home in Another State in Estate Planning
“So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?” Continue reading
Posted Aug 1, 2022 at Texas Estate Planning
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Do I Need an Estate Plan If I’m 25?
“As soon as you are an adult, you should have an estate plan in place.” Continue reading
Posted Jun 30, 2022 at Texas Estate Planning
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How Do I Pick a Life Insurance Beneficiary?
“Choosing a beneficiary can be very simple, yet very important in any account that requires it.” Continue reading
Posted Jun 30, 2022 at Texas Estate Planning
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What Is Justin Timberlake Doing with His Estate Planning?
Pop singer Justin Timberlake has sold his music catalog to Hipgnosis Music funded by Blackstone. Hipgnosis is an investment company in the United Kingdom. Continue reading
Posted Jun 30, 2022 at Texas Estate Planning
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What Is a TOD Beneficiary?
“A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.” Continue reading
Posted Jun 30, 2022 at Texas Estate Planning
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What Did the Rolling Stones’ Drummer Say in His Will?
“Rolling Stones star Charlie Watts has left £30million of his fortune to his family, UK probate papers have shown.” Continue reading
Posted Jun 30, 2022 at Texas Estate Planning
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Can I Make Decisions for My 18-Year-Old ‘Kid’ If She Becomes Incapacitated?
“Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.” Continue reading
Posted Jun 17, 2022 at Texas Estate Planning
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Do I Need a Personal Representative Named in My Will?
“When you draft your will, you should name an executor.” Continue reading
Posted Jun 17, 2022 at Texas Estate Planning
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Do I Need a Personal Representative Named in My Will?
“When you draft your will, you should name an executor.” Continue reading
Posted Jun 17, 2022 at Texas Estate Planning
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Will Vets Now Get a COLA Increase in Benefits?
“Lawmakers in recent days took the first steps in ensuring that veterans receive a cost-of-living boost in their federal benefits later this year, introducing legislation that would guarantee the veterans’ checks see the same increase as Social Security payouts.” Continue reading
Posted Jun 16, 2022 at Texas Estate Planning
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Why Do I Need a Will?
“Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.” Continue reading
Posted Jun 15, 2022 at Texas Estate Planning
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How to Find a Great Estate Planning Attorney
“One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.” Continue reading
Posted Jun 14, 2022 at Texas Estate Planning
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How Do I Create a Trust?
“Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.” Continue reading
Posted Jun 10, 2022 at Texas Estate Planning
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Will My Family Hate Me If I Die without a Will?
“Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.” Continue reading
Posted Jun 10, 2022 at Texas Estate Planning
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What Should I Know about Estate Planning before ‘I Do’?
“The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.” Continue reading
Posted Jun 9, 2022 at Texas Estate Planning
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Can Life Insurance Help Estate Planning for Women?
“Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.” Continue reading
Posted Jun 7, 2022 at Texas Estate Planning
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When Should I Update My Will?
“Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.” Continue reading
Posted Jun 6, 2022 at Texas Estate Planning
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Is Putting a Home in Trust a Good Estate Planning Move?
“Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.” Continue reading
Posted May 28, 2022 at Texas Estate Planning
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How to Shop for a Life Insurance Policy
“It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?” Continue reading
Posted May 27, 2022 at Texas Estate Planning
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Does ‘Gray Divorce’ Fit into Estate Planning?
““Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.” Continue reading
Posted May 26, 2022 at Texas Estate Planning
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Should I have Revocable Living Trust in Estate Plan?
“A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.” Continue reading
Posted May 25, 2022 at Texas Estate Planning
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Why Did VA Approve Hundreds of Ineligible Doctors?
“A recent report found that a small, but significant number of physicians were ineligible for VA's approved care list.” Continue reading
Posted May 24, 2022 at Texas Estate Planning
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