Call Now For A Free Strategy Session (972) 366-7201
Anyone who has ever served honorably in the United States Armed Forces has done a great deal for our country, and veterans deserve rewards for their service. However, the matter is even more profound when you have served your country during a time of war. This is the ultimate sacrifice. If you have served our… Read more »
Wealth preservation is a very important consideration for high net worth individuals. When you are in a position to pass wealth along to your loved ones after you are gone you may enjoy a certain peace of mind, but you have to be concerned about asset erosion. The federal estate tax is a looming threat… Read more »
There are many high net worth individuals in the greater Dallas area, and when you have been financially successful throughout your life, you have to be aware of potential estate tax exposure. The federal estate tax carries a whopping 40 percent maximum rate, so your wealth can be significantly eroded if you take no steps… Read more »
When you hear the word “trust” in an estate planning context, you may assume that there is just one type of trust. In fact, there are multiple different types of trusts that can accomplish various different respective underlying objectives. Topics covered in this whitepaper include: Revocable vs. Irrevocable Asset Protection Estate Tax Efficiency Special Needs… Read more »
The popular notion of a trust is that it’s something that only the rich have, something they use to protect their children and grandchildren by transferring large amounts of wealth between generations. While this notion has some basis in reality, it’s also a far cry from the very practical benefits that people of more moderate… Read more »
