When the topic of estate planning comes up, one of the first questions you may be faced with is whether or not to include a Trust agreement in your plan. If you have never made use of a trust agreement before you likely have a number of important questions. For starters, why should you should put assets into a trust rather than gift them in a Will? There are actually several reasons why gifting assets through a trust often makes more sense. Why Put Assets into a Trust? Although your reasons … [Read more...] about Why Put Assets into a Trust Instead of Gift them in a Will?
Texas Trivia- What Texas Tech star went on to play in two Super Bowls?
Football Star Hidden Heading Texas Tech two-way football star, E.J. Holub is renowned for being the only player to start two Super Bowls on both offense and defense! Holub was a linebacker and center known to play both positions throughout a single game. The Texans snagged the football legend in the first round of the draft and it certainly payed off. While a part of the Texans for 10 seasons, Holub played three different positions and made cheer worthy plays in two Super Bowls, winning … [Read more...] about Texas Trivia- What Texas Tech star went on to play in two Super Bowls?
Famous Estates-Champ or Chump? “Buffalo Bill” Cody
Buffalo Bill, Fact or Fantastical? There has always been a unique captivation with the Wild West. From watching favorite rugged stars, like John Wayne, in Hollywood westerns to dressing up like cowboys on Halloween, there is a certain fantastical delight surrounding this era of our history. The life of the pioneers was certainly exciting. However, it is the sensationalized interpretations of showmen and dime novel writers that produced the fearless cowboys we have come to know and adore. There … [Read more...] about Famous Estates-Champ or Chump? “Buffalo Bill” Cody
Report Says Baby Boomers Will Be Sicker than Previous Generations
Over the last several decades, the older population in the United States has grown at an unprecedented rate. What is more, it shows no signs of slowing down in the years to come. In fact, experts tell us that by the year 2050, Americans age 65 and older will outnumber their younger counterparts (age 21 and younger) for the first time in history. The boom in older Americans is thanks to several factors. This includes the general increase in life expectancy and the fact that the “Baby Boomers” are … [Read more...] about Report Says Baby Boomers Will Be Sicker than Previous Generations
Texas Trivia- What County is the Geographic Center of Texas?
McCulloch Hidden Heading McCulloch County is located in the smack dab middle of Texas! While there’s debate about the official location of the geographic center of Texas, small town Brady holds the title. This is signified on a stone monument in front of their courthouse. In fact, the geographical center of Texas is located in northeastern McCulloch County at 31°21' north latitude and 99°14' west longitude, sixteen miles northeast of Brady. This puts the official center of Texas … [Read more...] about Texas Trivia- What County is the Geographic Center of Texas?
New Tax Proposal re: Retirement Savings
There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings
Understanding Life Insurance
Although an estate plan should be fitted to your unique needs, there are some commonly utilized components when it comes to estate planning. Life insurance is one of those components. Most people choose to include at least one life insurance policy among their estate planning tools and strategies. While life insurance is a common addition to any estate plan, understanding life insurance policies and options can prove challenging. The type of life insurance policy you decide to purchase will … [Read more...] about Understanding Life Insurance
Famous Estates-Champ or Chump? Paul Newman
Who is Paul Newman? If you were asked to describe Paul Newman in as minimal words as possible, how would you summarize him? Some might say, Academy award winning actor and film director. Others might focus on his many national championships as a race car driver. A few might only need three words; blue, eyed, and hunk. It is far less likely that someone would declare, “He’s that guy on the salad dressing bottles!” Yet, one of the largest contributions Paul Newman made to society was starting his … [Read more...] about Famous Estates-Champ or Chump? Paul Newman
Texas Trivia- Who played the lone survivor of the Alamo in “The Man from the Alamo?”
Alamo Hidden Heading In the 1953 western film, “The Man from the Alamo” Glenn Ford stars as John Stroud. In the movie, Stroud is chosen to leave the fort in order to warn and protect his family and others of the approaching army led by Santa Anna. When the devastation at the Alamo incurs, the Texan is labeled a coward by all. Determined to avenge his family and restore his honor, Stroud goes on a journey to protect Texas families as they run from a Santa Anna sympathizer. In the end, … [Read more...] about Texas Trivia- Who played the lone survivor of the Alamo in “The Man from the Alamo?”
Staying Current on Estate Planning
It’s important for estate planning attorneys to stay up on the latest developments and techniques. The American Academy of Estate Planning Attorney held its semi-annual conference in Atlanta recently. Read on to learn more about the topics discussed at that cutting-edge conference. Staying Current on Estate Planning … [Read more...] about Staying Current on Estate Planning
