August 11, 2016

How to Disinherit Your Ex-Spouse

Most married couples name each other as beneficiaries on life insurance policies and retirement plans, such as IRAs and 401(k) plans. This usually is the best […]
January 2, 2016
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How to Avoid Tax Penalty if You Missed the IRA Distribution Deadline

If you are over 70 ½ years old and own and IRA, or if you have inherited an IRA, you are most likely aware that you […]
May 15, 2015
Houston estate planning lawyer

Coordinating your Houston Estate Plan with Beneficiary Designations

As a Houston estate planning attorney, I help my clients with all aspects of estate planning in Texas, including wills, trusts, powers of attorney, and documents […]
February 23, 2015
Houston estate planning with IRA

How your Houston estate may be affected by changes to inherited IRAs

A recent proposal by President Obama would have an effect on how Individual Retirement Account (IRA) and other retirement plan distributions are taken after the account […]
February 17, 2015
houston estate planning nest egg

Houston estate planning with a Roth IRA

You may already know the benefits of a Roth IRA in planning for your retirement.  However, it is also an equally effective estate planning tool.  As […]
January 29, 2015
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Which IRA is the right fit for your Houston estate plan?

These days, Americans have a number of choices when it comes to saving for retirement.  A few are fortunate enough to work for a company that […]
January 27, 2015
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How social security affects your Houston estate plan

As part of an overall Houston estate plan, many people work with their financial advisor and estate planning attorney to determine how much they will need […]
January 10, 2015
Houston Financial Planning Attorney

What happens to your 401(k) when you leave your job?

Ever wonder what happened to your old 401(k) after you left a job?  A recent Forbes article explores this idea.  If there wasn’t much in the […]
December 12, 2014
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Is a Roth IRA conversion a good fit for your Houston Estate Plan?

A common question people have regarding their retirement plans is whether they should convert their traditional IRA to a Roth IRA.  The answer depends on a […]