Articles
You Can Plan to Avoid a Crisis––Craig Watson
Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or your spouse and leave an inheritance for your family? […]
inheritance
Articles
How to Leave an Inheritance to a Disabled Child––Vision Bank
If you are the parent or grandparent of a disabled child or young adult, you have several special estate planning challenges. If the disabled child or disabled adult is receiving support from the state or federal government, they usually cannot have more than a small amount of assets held in their name. For example, if they have more than $2,000 in a checking or savings account in their name, this could threaten their government benefits. So how do you leave a gift or inheritance to that disabled heir without losing their government benefits? […]
Articles
Do I Need a Living Trust? –– Landmark Bank
Do I Need a Living Trust?
By Katie D. Whitman, JD, Landmark Bank, Texoma LIVING WELL Magazine
You’ve probably thought about what will happen to your loved ones when you pass away, but have you really thought about the details of how your money will be distributed? What about your house, your car, or your favorite antique dresser? Do you worry that one of your children won’t be able to handle an inheritance? […]