No matter how well designed your will happens to be, it probably does not cover the disposition of your 401(k) and Individual Retirement Accounts. These accounts have a special form to designate beneficiaries of the funds. Unless Texas residents correctly...
Month: June 2015
Same-sex couples have unique estate planning needs
As same-sex marriage comes before the U.S. Supreme Court, many Texas residents are watching to see if the highest court in the land will rule that these unions must be recognized throughout the nation. That said, same-sex marriage is and will continue to be a topic of...
Estate planning tips: Remember to update beneficiary designations
Beneficiary designations listed on financial accounts can supersede anything written in a last will and testament. Even if a will is redrafted after a divorce, if the beneficiary designation on a 401(k) account is not updated to remove the ex-spouse, then the...