Category: Retirement Planning

How to Disinherit Your Ex-Spouse

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 thing to do if you’re married.  As a matter of fact, under the Employee Retirement Income Security Act (ERISA), which is a federal law, a married participant in a […]

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Coordinating your Houston Estate Plan with Beneficiary Designations

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 naming guardians for children.  One aspect of an estate that is often overlooked pertains to beneficiary designations for life insurance policies and retirement assets, such as IRAs and 401(k) […]

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

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 owner dies.  The Treasury Green Book, which provides explanation of the President’s budget proposals, contains a proposal that could dramatically affect the estate planning strategies for those in Houston […]

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