Moving Topic 

Potential Action Items 

Young Children:

____   Register kids for school. www.mytexaspublicschool.org

____   Find local doctor, dentist, optometrist, day care

____   “Texas Size” your Will / Trusts / Powers of Attorney / Guardian to ensure that children are protected if you are disabled or deceased

House and Home:

____   Mail forwarding. www.usps.com/manage/forward.htm

____   Home, car, boat, rental insurance. Consider umbrella insurance.

____   Texas Homestead Exemption.

Travis County: www.traviscad.org/homesteadexemptions/

____   Register to vote. www.votetexas.gov/register/index.html

Rental Properties:

____   Consider Texas LLC for asset protection. By default, litigants can sue for owner’s rental AND personal property.

LLC = asset shield.

Cars, Trucks, Boats:

dps.texas.gov/section/driver-license/how-apply-texas-driver-license

____   Register cars and boats in Texas.

Cars: www.txdmv.gov/motorists/new-to-texas

Boats: tpwd.texas.gov/regulations/outdoor-annual/boating/title-registration-id-requirements

Business Entities, e.g., Limited Liability Co (LLCs) :

____   File final return for entity in prior state to end annual registration fees.

____   Find CPA to prep TX Franchise Tax Returns for TX entities.

Professional Network:

____   Attorney – estate planning, business and asset protection

____   CPA / accountant – personal and business income tax returns

____   Realtor, property manager

____   Insurance agent – property, auto, rental, life, long term care

____   Financial advisor – 401k, IRA, brokerage investments