ESTATE PLANNING IDEA FOR FARMERS AND RANCHERS CONCERN: You would like to transfer your farm/ranch to a family member that is active in...

Comparison of current average cost of Nursing Home Care in Austin and Victoria and what it looks like in 10 years. If you would like a...

Income strategies are now the number one topic of discussion with my clients. If you're equating your positive investment returns with a...

I recently heard a 20-something year old state that “Patriotism” is an exaggerated term and is used to hide a "racist ideology." HOLD MY...

Land owners or Large Equity Holders: should you... - sell your asset and gift it to beneficiaries or a trust? - sell your asset and...

Biden's new tax plan recommendation might have a horrendous effect on your long-held assets (land and stock holdings). Let's find a...

When a marriage or relationship ends and children are involved, the traditional estate planning playbook typically doesn't add up. A new...

What is your advisor's expertise, niche, or mastery? It's possibly been about growth. Income, tax benefits, Social Security, IRAs/Roths,...

Planning for your financial future can be complex and confusing. Let us help you give a future to your investment. Call us today...