Here’s what you need to know about estate planning
Estate planning is a crucial step to protecting your family, your legacy, and the assets for which...
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Category: Estate Planning
Inherited IRA Rules – Beneficiary IRA’s
When an IRA or Roth IRA owner dies, the account is passed to the named beneficiary. That...
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What Is Estate Planning?
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to...
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Power of Attorney and Potential Estate Planning Issues
Power of Attorney and Potential Estate Planning Issue First, I want to thank Greg Phelps for...
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You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children
You’ve spent your life accumulating assets. If you’ve done a particularly good job at saving and...
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Revocable Living Trusts
We get a lot of questions from clients about estate planning. No one wants their hard earned...
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4 things to do when a spouse inherits an IRA
As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
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Living Trusts – common problem solved! Please fund your trust
Living Trusts – common problem solved! Please fund your trust I want to thank Greg Phelps for...
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6 simple ways to avoid probate
If you’ve ever dealt with probate you know firsthand how frustrating it can be. The...
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Prince’s estate planning mistakes
The reign is purple As you may know, I’ve developed some great connections with other...
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Living trust as a retirement account beneficiary
Today’s blog is about a very common question I get involving retirement account...
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Disappearing Wealth From The Grave
Pioneer Wealth Management Group is a fee-only financial planning firm in Dallas and Austin, TX. We...
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