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 […]
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 […]
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 […]
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 […]
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 […]