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trust, estate, home, legacy, planning

What’s the Best Thing to Do with an Inherited House?

Leaving behind a home for a loved one to inherit is a huge gift, but without the right planning, it could be an equally large headache.
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Posted on: June 24, 2021
Aging parents grow stubborn

What Should I Address With Finances, If Diagnosed with Alzheimer’s?

If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
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Posted on: June 24, 2021
retired couple outside

Can a Person with Alzheimer’s Sign Legal Documents?

Due to the debilitating nature of Alzheimer’s and related forms of dementia on your loved one’s ability to make sound financial decisions, the sooner you can get financial matters in order the better.
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Posted on: June 3, 2021
mother daughter communication elder love

What can a Power of Attorney Do—or Not Do?

The person signing the power of attorney, which gives someone else the authority to act for them, is called the ‘principal’ and the person who is given the power to act for you is called your ‘agent.’
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Posted on: May 20, 2021
bank trust IRA beneficiary planning

How Does an Inherited IRA or 401(k) Work?

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
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Posted on: May 19, 2021
extended family

What Is the Best Way to Make Sure Children Can Handle an Inheritance?

How can you prepare your children to handle the assets they’ll eventually inherit?
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Posted on: May 13, 2021
estate planning IRA legacy planning trust will tax

Will Inheritance and Gift Tax Exemptions Change in 2021?

The increase in the exemption is set to lapse after 2025. However, the Treasury Department and the IRS issued “grandfather” regulations in 2019 allowing the increased exemption to apply to gifts made while it was in effect, if Congress lowers the exemption after those gifts.
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Posted on: May 13, 2021
money calculator and iPhone

What Could Proposed Estate Tax Bill Mean to You?

The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.
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Posted on: April 22, 2021
man signing bank will documents

Should a Trust Be Part of My Estate Plan?

What are the advantages of putting assets into a trust?
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Posted on: April 22, 2021
parents children guardian

How Do Special Needs Trusts Work?

Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
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Posted on: April 15, 2021
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Boerne, TX 78006

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