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Should You Put Your Home in a Trust? What Texas Retirees Need to Know
For many Texas retirees, the family home is the largest single asset they own. It's also, for most families, the one asset most likely to cause problems at death — if it's not properly planned for. The core question is simple: when you die, how does your home pass to your family? The answer depends entirely on how the property is titled and what documents you have in place. If your home is titled in your name alone and you have only a will, it will go through probate — a cour
Jack Fan
Mar 112 min read


Protecting an Aging Spouse: The Documents Every Senior Couple Must Have in Place
For married retirees, one of the most important — and most overlooked — areas of estate planning is protecting each other. Not just financially, but legally and medically. The assumption most couples make is that marriage automatically grants each spouse the authority to manage the other's affairs if something goes wrong. In most situations, that assumption is incorrect. Without a durable power of attorney, a spouse has limited legal authority to manage accounts, investments,
Jack Fan
Feb 182 min read


You've Spent Decades Building Wealth. Here's Why the Last Step Is the Most Important
You've done the hard part. Decades of work, saving, investing, building — a lifetime of financial decisions that have brought you to a position of stability and security. The question now is a different one: what happens to all of it after you're gone? For many retirees, the estate plan either doesn't exist or hasn't been touched in 20 years. The will was written when the kids were young. The trust was funded when real estate values were a fraction of what they are today. The
Jack Fan
Jan 212 min read
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