SECURE Act Changes

SECURE Act Changes

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, passed in 2019. This bill initially aimed to increase access to tax-advantaged accounts and to prevent older Americans from outliving their assets. Any estate plans…

 Important Power of Attorney Information

Important Power of Attorney Information

A power of attorney (“POA”) is a document that allows you to appoint a person or organization to manage your property, financial, or medical affairs on your behalf. In Texas, we cannot combine a medical POA and a financial POA,…