This month is Women’s History Month. We celebrate women because women are unique. Women are smart, caring and a force to be reckoned with. How many lives will be changed #metoo? Women think, live, spend, earn […]
College Financial Aid Many of our clients have college age children and are planning to apply for college financial aid. According to the College Board, the average cost of tuition and fees per student for […]
How Do I Leave My IRA to My Special Needs Child or Grandchild? IRAs and 410(k)s to Special Needs Children Many of our client’s have a significant share of their wealth accumulated in qualified plans […]
Have you ever wondered why your attorney recommended language for naming the beneficiaries of your retirement plans and then followed up to make sure you followed their advice? Retirement assets are a significant portion of […]
What Happens to Your Digital Assets When You Die? After your death or in the event of your incapacity who has the authority to access, modify, control, archive, transfer or delete your digital assets? Digital […]
Naming a guardian for children is the most common reason young couples come in to prepare their estate plan. Often, they’ve been discussing the idea before finally agreeing on who to name as their child’s […]
Our thanks to Texas Capital Bank for the invitation to Austin Woman “Woman’s Way Business Awards” honoring Austin’s entrepreneurial women. Our congratulations to all of the winners but kudos to all of the nominees as […]
Many of my clients over the year have asked me about their social security benefits and the best time to begin to take them. I used to answer those questions but never thought it was applicable […]
“Gray Divorce” is the newest term for baby boomers who are divorcing in record numbers after age 50. Besides the property divisions which, in Texas, are pretty clear cut, Social Security benefits to a divorcing […]
Can a Volunteer be sued? Have you ever volunteered your time and energy to a project? You may not have considered the possibility that you could be sued for anything related to this endeavor, after […]