There are two issues many people prefer to avoid thinking about: death and debt. Unfortunately, both of these seems to be inevitable. Student loan debt is a part of life nowadays, particular for students obtaining advanced or professional degrees. As of 2017, the total national student debt is now over $1.4 trillion with college students…

When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term interests. Personal injury settlements are typically structured in one of…

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation….

New to Texas?  …And Other Life Events That Require And Immediate Estate Plan Update   According to the Dallas Morning News, “job relocations by huge companies including Toyota, Liberty Mutual Insurance, JPMorgan Chase, FedEx and Boeing have made Plano the envy of the country.”  Business is booming, and people are moving to the Dallas-Fort Worth…

I get it – it runs counter-intuitive in so many ways: why on earth does my child need a Medical Power of Attorney?  He/she has me – I’m the parent!  Even though they still may be under our care in many ways, the law says that they are now fully autonomous; the only rights we…

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you–your child’s guardian could be a relative you despise or even a…

Probate Lawyers Advise on Building Freedom From Court Interference Into Your Estate Plan If you feel that the matters of your estate should be kept private and that your assets should be used for your care during your lifetime and then distributed to your loved ones rather than eroded by court fees, you’re not alone….

How to Build Freedom From Court Interference Into Your Estate Plan If you feel that the matters of your estate should be kept private and that your assets should be used for your care during your lifetime and then distributed to your loved ones rather than eroded by court fees, you’re not alone. And luckily,…

A Tale of Two Clients: A Cautionary Tale about the Importance of Estate Planning In my experience, establishing an estate plan is often described by clients as that elusive task that’s been on their to-do list for too long – until, that is, some external catalyst prompted them to action.  There are a multitude of…

The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a planning opportunity for financial advisors. How Protecting Inherited IRAs Benefits Financial Advisors If a retirement account is seized in a lawsuit, spent down on frivolities, or…

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