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Texas, it is a privilege that a lot of assets are automatically protected, such as your homestead, retirement

Economic situation : Your income level has been modified or you’re retiring.

maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired

Fund Beneficiary: You can name a charity as a beneficiary of your retirement plan or life insurance,

is that it frequently can mesh with a person’s estate plan—including life insurance, wills, trusts, retirement

Setting yourself up for retirement or to simply live the lifestyle you want takes some effort, which

Beneficiary Designations Make sure to review the beneficiary designations on bank accounts, retirement

Designate Beneficiaries You have worked hard to put money into your retirement accounts, invest in the

Especially for retirees who are already grappling with the complexities of estate planning.  By the end, you will have a comprehensive understanding of the probate process in Texas, making your retirement

Most people don’t think about estate planning until they have children or reach retirement age.

attorney to help you with issues like funding nursing home care, what to do if you’ve outlived your retirement

Retirement Accounts A federal law named the Employee Retirement Income Security Act of 1974 (ERISA) dictates how retirement accounts are to be split up when the covered employee dies first, leaving behind a spouse