News & Blog

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September 27, 2017

By: Erin M. Thrash

Many of our client’s have a significant share of their wealth accumulated in qualified plans including IRA or 401(k)s.  Often when we review beneficiary designations as a part of our planning we find that most have named their disabled child as either a primary or contingent beneficiary of their retirement account. This can have a disastrous effect on a disabled person’s life.

September 19, 2017

By:Jan Jackson

I frequently get clients who ask me this question: “What does ‘per stirpes’ mean?”  This is a legal term that describes how property will be distributed upon the death of the person writing their will or trust.

September 12, 2017

I have family and many friends and clients who have homes in Rockport, Port Aransas, Bay City, Victoria  and/or  Houston so I watched the Hurricane Harvey reporting with dread and fascination thinking I knew what they were going through.  Then 2 weeks later I realized none of us can understand until you have a home or business  in harm’s way.  Last year we bought a home on Marco Island, Florida.  Watching Irma drill down on Marco Island was an entirely different experience.   I am still not sure the damage we sustained but I have done some research and received some information from adviso