When an IRA or Roth IRA owner dies, the account is passed to the named beneficiary. That beneficiary may be a trust, a person, or possibly even a charitable entity. Tax treatment of distributions depends on who or what inherits...
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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 Issue First, I want to thank Greg Phelps for...
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You’ve spent your life accumulating assets. If you’ve done a particularly good job at saving and...
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We get a lot of questions from clients about estate planning. No one wants their hard earned...
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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 I want to thank Greg Phelps for...
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If you’ve ever dealt with probate you know firsthand how frustrating it can be. The...
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The reign is purple As you may know, I’ve developed some great connections with other...
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Today’s blog is about a very common question I get involving retirement account...
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Pioneer Wealth Management Group is a fee-only financial planning firm in Dallas and Austin, TX. We...
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Filial laws may put your kids on the hook for your long term care medical expenses Nevada, like 28...
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