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 […]
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 18, 2015
Dealing with the death of a loved one is difficult. During this trying time, it can be especially difficult to focus on things like administering the […]
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 […]
February 17, 2015
If you itemize your deductions on your tax return this year, you may want to take advantage of any charitable contributions you made in 2014. While […]
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 28, 2015
In my recent article entitled “How your Houston estate plan may be impacted by proposed changes to 529 plans“, I discussed how the Obama administration appeared […]
January 24, 2015
As a Houston estate planning attorney, I often represent small business owners who want to give shares of their company’s stock or other ownership interests in […]
January 23, 2015
In President Obama’s most recent State of the Union Address, he proposed a number of changes in the tax code. One of the changes that has […]