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Is Your Texas Will Invalid?

Creating a will is crucial to ensure that your assets are distributed according to your wishes after you pass away. In Texas, however, it’s not enough to simply draft a document and call it a will. A will must meet certain legal requirements to be considered valid. Failing to meet these requirements can result in […]

Aging Parent with Dementia

Inherited Retirement Accounts: The Basics

If you’re like most people, you probably don’t think too much about what would happen to your retirement account if you died. But it’s actually a pretty important question, especially if you live in Texas. Inheriting a retirement account can be a significant financial asset, but it also comes with several complexities and tax implications. […]