As estate planning attorneys, we feel it is our responsibility to make clients and readers aware of the “beneficiary’s burden” regarding insurance policy pay-outs. The state of Minnesota recently went to bat for its citizens when it was revealed that insurance carriers were not paying the beneficiaries of life insurance policies where a claim had…

With the unusually chilly May weather we’ve been having lately, I can hardly believe it – but summer is almost here!  For many of us, that means we’re going to be scrambling to plan our summer travels for family reunions and vacations.  Some of you are super-on-the-ball and you finished plans weeks ago…what’s your secret? …

Did you know that six of the 13 fastest growing cities in the nation are in Texas – and when you move, you need the best estate planning in Frisco? If you are used to fighting rush hour traffic during your work commute, you might not be surprised by that statistic; the growth DFW is…

The death of legendary musician Prince on April 21, 2016 at the age of 57 rocked the world of 80’s music fans.  His music will endure, but what about his real legacy?  According to court filings in Minnesota, no will has been located.  What happens if Prince died without a will or trust?   Who…

If you have more than one child, leaving equal shares may not always be the way to go and with estate planning in Allen, you can plan ahead. In fact, there are some very logical reasons to consider alternative distribution. Let’s take a look at four examples of circumstances that might prompt one to question whether convention…

Why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages for beneficiaries on the other, the conventional wisdom that asks one to choose between the two when it comes to your retirement accounts, is no…

For some of us, Thanksgiving might be one of the few (or only) times a year when we can get the whole family together – it can simply be a logistical challenge when everyone is spread out over different cities, states and even continents. So, hopefully you can hear me out on this one…I am…

We are officially in it; you need estate planning in Frisco while the holiday craze covers you with Turkey and will drag you to Times Square. It won’t be long before people start asking you, or you begin contemplating, this years “New Year’s Resolution”. You could go with some of the tried and true: get…

“Success is the sum of details.” -Harvey S. Firestone The Hunt for Red October, Patriot Games, Clear and Present Danger, and The Sum of All Fears…ring any bells?  Bestselling author, Tom Clancy, acquired a fortune worth over 100 million dollars during his life.  While he was mostly known for his successful books, the bulk of…

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…

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