Close

Articles Posted in Trusts and Estates

Updated:

Breaking Taboos – It’s Time to Talk About Your Houston Estate Plan

If there is a boogeyman when it comes to family conversations about inheritance, it is not death. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way — or in a chaotic mess. A report by…

Updated:

Breaking Taboos – It’s Time to Talk About Your Houston Estate Plan

If there is a boogeyman when it comes to family conversations about inheritance, it is not death. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way — or in a chaotic mess. A report by…

Contact Us