Welcome to all.
This space will be used to provide updates, information, and opportunities to learn more about Estate Planning, Tax issues, and Wealth Management issues in Texas and beyond. Thank you for visiting, and if you have any questions, please contact me.
about me
Popular Posts
-
I've written about beneficiary designations before , but they continue to be a source of conflict I'm seeing for clients. It's n...
-
Time flies. The usual scenario is parent 1 passed away, parent 2 passed away 5 years later, and now the kids are stuck with a mess. Today we... -
We sign things all the time. Mostly credit card receipts, but if you have ever bought a car, a home, or signed for a package, you are also r...
-
Finally, at long last, we have some clarity on what and how the ATF will be regulating the use of "gun trusts" for purchase of Nat...
-
Sorry I've been gone a while, but I've been busy. In today's post, I'll walk you through a (very rudimentary) tutorial on th...
-
If you've tried to find me, I've moved. Come see me at 717 N. Crockett St., Sherman, TX 75092. New phone is 903.964.0852. Same guy, ... -
I get this question much more regularly now than 5 years ago. Thanks to the internet, we now have access to more information, and if you bel...
-
I don't love continuing legal education classes. Here's why: 1. I don't like many things that are mandatory, and they are. 2. I... -
I really don't like efiling. I do not think I am alone. I laud the clerks and technicians who have spend countless hours getting traine...
-
I have written about life insurance before . In general, I'm not crazy about it, but for some folks it makes sense. I go to a lot of lu...
Post a Comment