Leave a Rich Vein, Not a Legal Drain: Estate Planning for Oil & Gas Assets
Streamline the transfer of your oil and gas royalties to your heirs with clear and organized estate planning.
Building Trust: Choosing a Fiduciary for Peace of Mind
Selecting a fiduciary is a critical decision that can significantly impact your future and the well-being of your loved ones.
January 2024 Investment Perspectives
We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
When Fireworks Aren’t Fun
Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.
Off to a Good Start
Three Ways to Gift Money to Children and Grandchildren
The Time for Gifting
Making gifts to family and charity doesn’t have to be a year-end chore.
Roth IRA Conversions
This year marks the Roth IRA’s 25th anniversary. It’s a popular tool for many retirement savers. Before you convert your accounts into a Roth IRA, make sure it’s the right choice for you.
Should I Hire A Family Member or a Professional as a Trustee?
You love your things – but how do your heirs feel about them?
Is There a Pilot on Board?
Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.
Down Syndrome Awareness Month – Special Needs Trusts
What is a special needs trust?