by msmyers | Oct 13, 2016 | Elder Care, Estate Planning, Probate
Losing a spouse is one of the most difficult experiences you may encounter. In addition to the emotional pain and sorrow, legal and financial decisions must also be made. If you or someone you know is experiencing the loss of a spouse, please assure them that they...
by msmyers | Jan 28, 2016 | Elder Care, Estate Planning, Probate
One of the most important duties of an executor serving under a decedent’s Last Will and Testament is to locate the beneficiaries named in the Will. The Executor must locate the beneficiaries, notify them of their beneficiary status under the Will, and...
by msmyers | Dec 7, 2015 | Elder Care, Estate Planning, Retirement
Many married clients assume that the surviving spouse will automatically inherit the real estate of their deceased spouse. Without a Will however, the Texas Intestate Succession rules govern. For example, in the case of a married couple with children from their...
by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement, Social Security
One in every three Americans will receive an inheritance during their lifetime, according to a study by Ohio-State researcher, Jay Zagorsky. Unfortunately, much of that windfall is lost through spending or bad investing. Mr. Zagorsky offers four steps for handling an...
by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement
Many clients donate to charities in the spirit of holiday giving. Not all gifts have the same impact, however. Did you know that donating appreciated assets can have a bigger financial impact on the charitable organization than a gift of the cash proceeds from that...
