Many Texas residents believe that a simple will is sufficient to ensure that their wishes will be honored after their passing. However, estates often land in the probate process when a will is disputed. This process is very time-consuming and can be very costly....
Month: March 2017
Things to keep in mind when estate planning
A professional with many years of experience in the financial and trust fields has shared her suggestions regarding planning for the future. She has offered recommendations on best practices for estate planning and administration. Understanding what is successful and...
Long-term care issues important to investors
As the average age of the population in the nation continues to increase, many Texas residents are concerned about what will happen to them in their retirement years. Plans for having sufficient income when someone retires is a major consideration. Another topic...
Avoid hidden estate planning mistakes
Many Texas residents and others throughout the country don't have a will. They have given little to no thought about estate planning, perhaps because they don't think it is necessary. However, even those with modest assets can benefit from having a plan in place. It...
Willy Wonka and long-term care lessons learned
There are many issues for Texas residents to consider when planning for retirement. Although they are expensive, long-term care policies are valid options for individuals to consider in investment portfolios. A tax professor who also advises on retirement and estate...