Many people have a deep fear when the subject of estate planning in Dallas is bought up as it usually involves making hard decisions. This month, I’ve been forced to look at all sorts of scary images at stores and hear creepy commercials in anticipation of my least favorite holiday. Maybe you like Halloween.  Maybe all…

1. Do I really need a will? Your will is a legal document that allows you to decide in advance how your property and belongings will be divided and who will get what. Every family is unique and you are the best person to decide how your assets should be distributed to your family and…

Family reunions can be a great time to reminisce about the past with your extended family, tell all the old stories again and remember some of the special times you shared as a family over the years. Reunions and other family get-togethers can also present the perfect opportunity to have some discussions about your estate…

As a dad, you work hard to provide and support your family. You attend your children’s sporting events, save money for their college education, help them with their homework, do everything you can so they will have a safe and healthy future. Everything you do for your kids is an investment in their future, but…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for…

Each Year Without Estate Planning Hinders Heir Second generation members of family businesses often face challenges similar to this person. Unequal distribution of assets are often essential to protect and appropriately reward the person who works in the family business. A situation like this is even worse, since it’s really a first generation family business…

Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering one-sized fits all scam trust plans or by proposing something that promises the moon, most typically either 100% avoidance of federal income taxes or 100%…

The Wealth Advisor These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think Childfree individuals and couples often face choices, decisions, and questions, which you are uniquely qualified to address.  Like many allied financial professionals, you may focus on helping clients pass the maximum amount of wealth to their…

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