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Texas Estate Planning and RMD Changes you Need to Know for 2023
Like many of the topics that comprise financial affairs, there have been notable changes that went into effect recently that could alter your estate and...
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Changing the Investing Strategy in 2023
I feel my investing is stuck. How do I get out? We have to remember that traditional investing includes three distinct asset classes – stock,...
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Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be subject to federal estate taxes. For Texas residents...
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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
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Should you Combine Estate and Financial Planning?
Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good plans involve diligent estate planning. Estate planning provides peace...
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What is the Best Way to Avoid Estate Planning Errors in Texas
While creating an estate plan is a great way to ensure a smooth process after your death, creating a plan that avoids the most common...
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Avoid These Seven Tax Planning Mistakes In Texas
As Benjamin Franklin said, “By failing to plan, you are preparing to fail”. This is certainly true when it comes to your taxes. By not...
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5 Things to Have on your Texas Estate Planning Checklist
While both wills and trusts are imperative parts of estate planning in Texas, there are many more essential parts to include if you want a...
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Mitigating Taxes With The Help Of A San Antonio TX Financial Advisor
Some of the best opportunities to save money and build wealth reside in the art of tax mitigation. As a San Antonio, TX, financial advisor,...
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How San Antonio TX Comprehensive Financial Planning Can Reduce Your Tax Burden
It’s a fact of life that your hard-earned income is always subject to local, state, and federal taxes. Your #1 strategy to help mitigate taxes...
