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IRS No Longer Accepts Checks Exceeding $100 Million

If you are planning to issue your next $100 million tax payment to the IRS via check, better make arrangements for an alternate payment method.  The IRS has announced that it will no longer accept payments by check in excess of $100 million.  In the modern grocery store, scanners are…

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“Downton Abbey” — A Good Lesson for Houston Families

The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients' demographic. Look at who's a top corporate sponsor: Viking River Cruises, which told The New York Times that “our demographic is affluent Baby Boomers 55+.” It's a big group:…

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Beneficiary Designations 101 for Houston Families

The decision about how to designate beneficiaries for your company retirement plan, life insurance policies, and other assets might seem like a no-brainer. Chances are you would like those near and dear to you to inherit any money you've accumulated during your lifetime, so making sure that happens should be…

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