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…

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…

1. What is a Special Needs Trust? A Special Needs Trust (also called a Supplemental Needs Trust) is a way to provide financial security for your child with special needs and help ensure a better quality of life.  A Special Needs Trust enables a person with a physical or mental disability to have an unlimited…

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…

For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner dies will be based on the new beneficiary’s…

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%…

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