Estate planning can feel overwhelming. You may have many questions, particularly regarding probate and how you can keep your family out of court. The probate process tends to come with a clouded perception. It is crucial to ensure that everything you set out in your...
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Protecting your assets from an estate dispute
Having an estate plan in Texas is all good and dandy until a dispute jeopardizes your assets and tarnishes your legacy. Disagreements about what you want can have serious financial repercussions. Fine-tuning your strategy throughout your life may reduce tension and...
What makes a state “retirement tax-friendly?”
Many people plan to retire in their home states and towns, but if you are among the more money-savvy crowd, you know that doing so may not be in your best financial interests. You know that some states are more “retirement friendly” than others when it comes to taxes....
Understanding the probate process
If a loved one dies with a will, you may be wondering what the next steps are. Probate refers to the process of managing and closing the estate and distributing assets as set out in the will. An important figure in the probate process is the executor, as this is the...