by david | Aug 28, 2020 | Financial Articles by David Disraeli
A large portion of a person or family’s net worth can stem from retirement assets. Due to the tax deferred nature of IRA and 401k assets, estate planning around these funds can become highly complex. For purposes of this article we will call 401k, 403b, IRA...
by david | Aug 28, 2020 | Financial Articles by David Disraeli
Many homeowners are unaware that very often lenders who foreclose on homes do so without the proper paperwork, and therefore illegally. Unfortunately, when this occurs, the homeowner must sue for wrongful foreclosure to get the house back. Texas is a non-judicial...
by david | Aug 28, 2020 | Financial Articles by David Disraeli
Startups and Estate Planning – The Challenging Intersection Recently I have had the opportunity to meet several people involved with young companies and startups. Having been part of two startups (not counting my own company) I am familiar with some of the...
by david | Aug 28, 2020 | Financial Articles by David Disraeli
There is a large amount of confusion about trusts. As my practice includes estate planning, I come across many highly educated people who have misconceptions about trusts and the benefits which they may provide. There are two general types of trusts, one that is...
