Blog

Dissolving a marriage, particularly one of long duration, can be a difficult and financially demanding process. Especially if you rely wholly or partially on your spouse’s income, preparatory steps are vital to making you organized and informed before proceedings begin and to give yourself the best chance for immediate and long-term financial security. Here is… Read More »

A comprehensive estate plan often involves use of a living trust. Also known as a revocable trust, this is a legal instrument whereby you can manage assets during your lifetime and direct how they will be managed and distributed after your death. If you have one, you might question whether you also need to make… Read More »

The fate of the family home can be one of the most complex issues when couples are dissolving their marriage. Although Texas is a community property state — wherein assets acquired during the marriage are presumed to be jointly owned — the division of assets is not strictly a 50/50 split. Judges understand that certain… Read More »

The federal SECURE Act (Setting Every Community Up for Retirement Enhancement) has introduced significant reforms to retirement savings laws in the United States. Its provisions can profoundly affect estate planning strategies involving retirement benefits, particularly individual retirement accounts (IRAs) and other qualified retirement plans such as 401(k)s. The following are among the key provisions of… Read More »