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…

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…

The Wealth Advisor The Most Important Parts of Estate Planning Can’t Get Legislated Away There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip Seymour Hoffman in early February is no exception. Hoffman was an incredibly talented…

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