Thursday 14 April 2022

Per Capita vs. Per Stirpes Texas

Per Stirpes Texas Per Stirpes And Not Per Capita In TX Wills are the primary estate planning documents. When you are drafting a Will you may need to include either the per stirpes or the per capita terms in the document. Any person engaging in estate planning is likely to come across those terms. An […]

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Tuesday 12 April 2022

Naming Trust As Beneficiary Of IRA

Can A Trust Be A Beneficiary Of An IRA In Texas Trust As IRA Beneficiary In TX It is not a good idea to name a trust as a beneficiary of your IRA because the IRA will lose the benefit of tax-deferred growth. This is because the IRA will have to be distributed faster and […]

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Thursday 7 April 2022

Selling Property In An Irrevocable Trust

Selling A House In An Irrevocable Trust After Death In Texas How To Sell A Property Held In An Irrevocable Trust In TX A trustee can sell property in an irrevocable trust according to the terms provided in the documents used in the creation of the irrevocable trust. Property held in an irrevocable trust is […]

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Tuesday 5 April 2022

Texas Asset Protection

What Assets Are Protected In A Lawsuit In Texas Protect Assets From Lawsuit In TX Asset protection is all about protecting your assets from collection actions from predators and creditors. You can protect both exempt and non-exempt assets legally so that your heirs can benefit from them. Many people have had to watch their estates […]

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Estate Planning Updates: It’s Time for a Little Spring Cleaning

Now that tax season is over, it’s time to turn our attention to getting organized and making updates to our estate plans. Estate planning up...