As life changes your goals may change. Beneficiary designations are powerful and should reflect your values. It is best to review these annually with your financial planner to ensure your assets are distributed as you […]
When it comes to estate planning and inheritance, one term you might have heard is the “step-up in tax basis.” While it may sound like financial jargon, understanding this concept can have significant benefits for […]
“If you fail to plan, you are planning to fail” – Benjamin Franklin The Tax Cuts and Jobs Act of 2017 (TCJA) will expire on December 31, 2025, unless Congress intervenes. Now, there’s a reason […]
Here’s a story about parents. It can be told in a dozen different ways. A hundred. More. The ideas are the same, even if the particulars will vary: You’re in the middle of your career, […]
Planning for your and your family’s financial future is a large part of what we do at BentOak Capital. Estate planning being a big piece of the puzzle, it’s apparent that you should have estate […]
Traditional financial planning and estate planning have long been the pillars of efficiently passing a financial legacy from generation to the next. But there are some things financial and estate planning are not designed to […]
There are numerous proactive strategies to ensure your assets, at your passing, find their way into the right hands, just as you intended. In Texas, one such effective tool for the passing for real estate […]
Many high net worth individuals will come to the point where they ask themselves the question, “Do I need a trust?” Estate laws can be confusing, and getting advice from an unqualified source can make […]
Introduction If you are struggling with the idea of your heirs being financially savvy enough to step into your shoes one day, this blog post is for you. As the family patriarch or matriarch, it […]
When drafting your Will or Living Trust, are you concerned that you might unintentionally prevent one of your favorite family members from obtaining their inheritance? Or perhaps there is a relative you wouldn’t want to […]