That is the million-dollar question…no pun intended. It sounds like a lot – and it is – but well, it’s not. It is exciting when that life event you’ve been anticipating finally occurs: retirement or selling your ranch or business. It is especially exciting when there is a seven-figure check involved. However, it is important…
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Have you ever been through the process of probating an estate? If so, you probably have a story or two you could share about it. If you haven’t, you may want to say a prayer that you won’t have to. We have always said that Texas is a friendly place to die. While this is…
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I recently read an article offering a few statistics from the U.S. Department of Agriculture and one in particular caught my eye: Did you know that the average age of a farm operator in the U.S. is 57.5 years old?!1 At age 57, every farmer or rancher should be considering – or have already considered –…
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You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Yes. I am aware that probably hit you square between the eyes. In fact, I hope it did. Too many of us make all the excuses in the world to not work on…
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Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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It’s that time of year when families get together, laugh, tell stories, and eat too much. And like most holiday movies, some of it is remembered fondly all year – and some of it you just grit your teeth to get through. No matter where you fall on that spectrum, I want to bring a…
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There is a bit of chaos and change in the world today. Okay, a lot. And everyone is looking for answers. Whether it is how to lower taxes and keep your hard-earned dollars, find people to work, invest in markets (financial, real estate or otherwise) that appear overpriced, but also feels necessary to fight the…
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End-of-life issues can be a touchy subject for some people. No one wants to talk about the issues before they happen, no one wants to go through them, and…no wants to talk about them after. The result: Very few people know how to navigate end-of-life issues successfully. Most families that go through them suffer in…
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It is inevitable. Change is coming for 2021 and beyond. The problem is no one knows for sure exactly what that change will be. There are several things we have a good hunch will happen, and we will discuss a few key notes. No matter, the big question is how do you plan around a…
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You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. Donna was a widow for many years before she died. She had updated all of her legal documents just a couple of years beforehand. Her goal was to make sure everything went equally to her three kids and to…
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