Commit to Doing Right by Your Heirs
Don’t let procrastination thwart your intentions on who should inherit your estate.
Charitable Giving After the 2017 Tax Act
Some good opportunities for charitable giving still exist under the 2017 Tax Act.
Powers of Attorney Deserve Attention and Follow Through
Having valid powers of attorney in place is crucial. But that may be just the first step in ensuring the seamless management of your financial assets if you become incapacitated. We encourage clients to do a “dry run” and confirm their powers of attorney meet the requirements in place with their financial institutions.
Planet Money
Think economics is boring? Think again. Allow us to suggest the Planet Money podcast, a twice-weekly show (with short, 20 minute episodes) delving into economic topics you didn’t realize could be so interesting. Entertaining and sometimes even surprising, Planet Money makes economics fun.
Role of the Estate Executor
Many people ask about the duties of an executor. This article provides a good overview – though in Texas the process is even more streamlined if the Will is properly drawn.
You May Live Longer Than You Expect
Take a look at some statistics on longevity and the related need to adjust your financial plans: