What Happens to Retirement Accounts and Life Insurance in Estate Planning?

If you’re putting together an estate plan or updating an old one, you may have questions about what happens to your retirement accounts and life insurance policies. Do they get passed on through your will? Are they taxed? Will your loved ones have to wait through the probate process? Here’s what...

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Why Estate Planning Is Different in Texas (and What Dallas Families Should Know)

When it comes to estate planning, one size doesn’t fit all, especially if you live in Texas. State laws shape everything from how your assets are divided to how smoothly your loved ones can handle things after you’re gone. And while online templates may seem convenient, they often fall short when...

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Are Your Beneficiaries Prepared for the Tax Impact of Their Inheritance?

When you think about estate planning, your focus is on protecting your assets and providing for loved ones. But just as important is this question: what happens to those assets once they’re inherited? More specifically, will your beneficiaries face a tax burden they weren’t expecting?

In Texas, there’s...

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