Insurance agents are agents for the insurance company, not you. Here’s when to consult an insurance analyst.
A holographic will form for the pandemic.
Texas changes its statutory power of attorney frequently. Effective dates and select changes are summarized here.
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.
You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
My father taught me more than he knew.