PODCAST: TOP ESTATE PLANNING MISTAKES TO AVOID Here is a link to a recent guest appearance on the Christian Financial Perspectives podcast (copied below as well). We cover some the of the basic estate planning mistakes we see people make and talk about how to avoid those mistakes. This podcast comes from the Top 10 […]
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.
FREE TEXAS MEDICAL POWER OF ATTORNEY These are challenging times, and sometimes we all wonder what we can do to help others around us who may be in need. I know our first responders especially need extra support during these times. While others practice social distancing at home, many of our first responders are on […]
Whether you recently experienced the loss of a loved one or are learning how to best prepare and plan your own estate, you've likely come across the term and may be wondering, "What is probate?" It's important to understand what probate is and how the process works.
