blog & insights
We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets –regardless of whether we have $10 million or $10,000. Don’t let…
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If your clients choose to use a Standalone Retirement Trust (SRT) to provide asset protection benefits for their beneficiaries, then the tax-related asset allocation strategy would be essentially the same as without an SRT, with one small exception. Consider skewing your investment plan toward: loading retirement accounts and inherited retirement accounts with bonds, REITS, and…
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Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do –That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows…
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With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of the world’s richest and most famous people enter the pearly gates with no estate plan in place, while others have made estate planning mistakes that tied their fortunes and heirs up for years in…
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Laws Affecting Tenants are Changing September 1st, 2019 Important updates are coming in Texas tenant law on September 1, 2019, that you should be aware of if you are a renter in the Lone Star State. Section 92.011 of the Texas Property Code has, been amended as you can see, in part, below. We’ve included…
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