October 30, 2022

IRA – 401K –  Life Insurance and Probate in Texas
IRA – 401K – Life Insurance and Probate in Texas

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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Should I use my 401k to buy a home?
Should I use my 401k to buy a home?

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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