If you recently received an inheritance or are expecting to receive an inheritance in the near future, it has likely triggered mixed emotions in you. You have lost a loved one yet also experienced monetary gain; what should you do next? Studies show that a third of Americans who received an inheritance completely spent it […]
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for […]
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and […]
Today we welcome guest blogger Natalie Lynch to share important information about Veteran-Owned businesses in Texas. There is great news for Texas veterans who want to be business owners. Back in 2015, the Texas legislature passed Senate Bill 1049, which allows qualifying Texas veterans who have been honorably discharged to incorporate their businesses in Texas […]
