As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. In this blog, we take a look at the famous series…
People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive…
A will is an essential component when it comes to estate planning in Frisco. Wills contain important information about who receives money, possessions, and property upon a person’s death. Who…
One aspect of your estate plan that you may not yet have taken into consideration is your digital legacy. If you are considering estate planning in Plano to protect your…
When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access several forms of assistance for free. Learn everything you…
Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…
When it comes to estate planning, IRMAA Medicare premiums may affect the tax planning strategies for certain individuals. As we near retirement, we may assume that once Medicare kicks in,…
A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea behind a QPRT when it comes to estate planning…
An executor is a person or entity you choose to carry out your last wishes outlined in your will. When it comes to estate planning, your executor should be someone…
When it comes to special needs planning, it is important to take note of Supplemental Security Income (SSI) beneficiaries. Supplemental Security Income (SSI) beneficiaries must comply with very stringent income…
