November 17, 2014
houston estate planning nest egg

Is an IRA Still a Good Idea for Your Houston Estate Plan?

The Wall Street Journal published an article online in October, which the writer described how Congress is scrutinizing large IRAs.  The concern that Congress has is […]
November 13, 2014

Year-End Estate and Financial Planning Tips for Houston Families

With the holidays and the end of the year approaching, now is a good time to pause and consider some common year-end estate and financial planning issues.  As […]
November 6, 2014

How Beneficiary Designations can Affect Your Houston Estate Plan

Do you have any life insurance policies, retirement plans (from a current or former employer), or an Individual Retirement Accounts (IRA)?  If so, when was the […]
October 28, 2014
Investment and Financial Planning Houston

Should You Make Gifts to Your Kids (and Grandkids) While You’re Alive?

A common question I hear from clients as a Texas estate planning attorney is whether they should leave their entire estate to their descendants (i.e., kids […]
October 24, 2014
Houston Estate Planning Asset Protection Attorney

Asset Protection in Second Marriages

As a Houston estate planning attorney, I often have clients who are entering into second marriages and want to make sure that their assets and their […]
October 16, 2014
Investment and Financial Planning Houston

Texas Revocable Living Trust Planning – Transferring Your Personal Residence to a Trust

As a Houston estate planning attorney, one of the questions I often get from clients is how to transfer a personal residence to a Texas revocable […]
October 14, 2014
Houston Financial Planning Attorney

Why You Must Update Your Beneficiary Designations

A critical of component of any Texas estate plan is ensuring that you keep your beneficiary designations up to date on your life insurance policies and […]