
Managing Your Wealth Through Irrevocable Life Insurance Trusts
For Houston families, especially in River Oaks, Memorial, West University Place, and Bellaire, now is a smart time to reassess how life insurance proceeds flow

For Houston families, especially in River Oaks, Memorial, West University Place, and Bellaire, now is a smart time to reassess how life insurance proceeds flow

Setting up a simple trust can be an effective way to manage and distribute your assets while offering clarity and simplicity in your estate planning.

Recent surveys show that fewer than one-third of Americans have a will, about 32% in 2024 and 24% in 2025. Young adults (18–34) are the

If you want Medicaid to help pay for nursing-home care, assisted living, in-home care, or adult foster care, you must meet strict income and asset

Losing a loved one is one of life’s most difficult experiences, and in the midst of grief, it can feel overwhelming to face the many

Taking on a guardianship in Texas can feel like a lot, especially when money is involved. A guardianship account holds the ward’s funds so their

Choosing who can serve as a guardian in Texas is one of the most important decisions you can make when caring for a loved one

As a minor, your child does not have the authority to make their own medical or financial decisions. You act as their representative in these

Losing your spouse or longtime partner makes it hard to think about anything else. Still, some choices about your money and your estate can’t wait.

No parent wants to imagine a future where they are no longer there to care for their child. Yet failing to create a will means

For Houston families, especially in River Oaks, Memorial, West University Place, and Bellaire, now is a smart time to reassess how life insurance proceeds flow

Setting up a simple trust can be an effective way to manage and distribute your assets while offering clarity and simplicity in your estate planning.

Recent surveys show that fewer than one-third of Americans have a will, about 32% in 2024 and 24% in 2025. Young adults (18–34) are the

If you want Medicaid to help pay for nursing-home care, assisted living, in-home care, or adult foster care, you must meet strict income and asset

Losing a loved one is one of life’s most difficult experiences, and in the midst of grief, it can feel overwhelming to face the many

Taking on a guardianship in Texas can feel like a lot, especially when money is involved. A guardianship account holds the ward’s funds so their

Choosing who can serve as a guardian in Texas is one of the most important decisions you can make when caring for a loved one

As a minor, your child does not have the authority to make their own medical or financial decisions. You act as their representative in these

Losing your spouse or longtime partner makes it hard to think about anything else. Still, some choices about your money and your estate can’t wait.

No parent wants to imagine a future where they are no longer there to care for their child. Yet failing to create a will means