August 11, 2016
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
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
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
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
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
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
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
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
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 […]