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Resources to help you navigate wealth's complexities

Wealth Management & Retirement Plan Services

Below are additional resources, graphs, and diagrams, to further increase clients' understanding of these topics.

Lifetime Planning Strategies Estate Planning Tools Will Types of Trusts
How a Trust is Established Trust Benefits Powers of Appointment Power of Attorney for Financial Affairs
Revocable Living Trust Generation Skipping Tax Trust Credit Shelter Trust & QTIP Trust Credit Shelter Trust & Marital Trust
Intestate Succession for Individual (Texas) Intestate Succession for Married Person, Community Property (Texas) Intestate Succession for Married Person, Separate Property (Texas) Private Foundations


2017 Federal Income Tax Planning - click to read

Texas Statutory Durable Powers of Attorney Changes; effective 1/1/2014 - click to read

Asset Protection - click to read

Basic Retirement Planning - click to read

Caring for Your Aging Parents - click to read

Charitable Giving - click to read

Family Business Succession Planning - click to read

Planning for Remarriage - click to read

Planning for Social Security, 2016 - click to read

Adjusting to Life Financially After a Divorce - click to read

Loss of a Spouse - click to read

Social Security Benefit Basics 2016 - click to read

Social Security Myths & Facts 2016 - click to read

Social Security Retirement Benefits Claiming Strategies for Married Couples - click to read

Social Security, What Should You Do at Age 62? - click to read

Growth vs. Value: What's the Difference? - click to read

Holding Equities for the Long Term: Time Versus Timing - click to read

The Power of Dividends in a Portfolio - click here to read

Saving for College - click to read

Bonds, Interest Rates, and the Impact of Inflation - click to read

Estate Planning & Income Tax Basis - click to read

IMPORTANT: This brief summary is for discussion purposes only.  It does not contain legal, tax, investment, or insurance advice and cannot be relied upon for implementation and/or protection from penalties.  The provisions of your estate planning documents will govern the disposition of your estate.  Always consult with your independent attorney and tax advisor for legal and tax advice, including the specific interpretation of your documents. 
Pursuant to IRS Regulations, you are informed that any tax advice contained in this communication (including any enclosures or attachments) is not intended or written to be used and cannot be used by any person or entity for the purposes of (i) avoiding tax related penalties imposed by any government tax authority or agency, or (ii) promoting, marketing or recommending to you or another party any transaction or matter addressed herein,  and (iii) you are advised to consult with an independent tax advisor your particular tax circumstances.

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