Comprehensive Financial Planning in the Greater Houston Area

It’s 2:00 a.m., and your adult child is being asked for a healthcare power of attorney after you have had a medical event. Documents seem like an afterthought, but in certain moments they become everything. By taking the time to organize your documents today, your loved ones will be able to assist you in case you are incapacitated, or have one less task on their plate at a difficult time following your passing. Below you’ll find a list of documents

“Can I retire?” The answer is rarely a binary yes or no. Here are a few questions to evaluate as you think about your financial readiness: 1. How much income do you need? Monthly expenses don’t stop in retirement. Take a look at your budget or a recent bank statement.         Which fixed expenditures will you continue to make during retirement?         What kind of discretionary expenses will you have?        

Estate planning is a common topic we discuss with clients in Texas. Clients often ask us whether a trust is appropriate for their situation. The answer depends on what you are looking to accomplish, and is typically more complex than using one tool or the other. Most importantly, your will, trust terms, account titling, beneficiary designations, and tax plan should all point in the same direction based on the goals you outline during the estate planning process. This post walks