A common question to all Texas probate attorneys is, “What Letters of Testamentary do I need for my parent’s life insurance policies?” In Texas, a will controls the distribution of all assets in the probated estate. Certain assets are classified as non–probate assets and no Court intervention is required. The following are the most commonly…
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Qualified 401(k) plans have many mandatory tasks that must be performed during the plan year. An important aspect of 401k plan management is making sure these are all completed timely. This is one of the reasons it is important to choose vendors that are experienced and have the infrastructure to not allow any of these…
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Should I Use My 401k to Buy a Home? Buying a home can be a financial stretch. With soaring home values and rising interest rates, many potential first time home buyers find saving for a down payment increasingly difficult. For many people, the main source of savings is in the form of a 401k and…
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