Estate Planning

Charitable

Does Your Estate Plan Put a Disabled Heir at Risk?

Estate Planning MyPersonalCFO - September 29, 2025

- A well thought out process for distributing your estate to people and institutions you wish to benefit. When thinking about estate planning, your...

Lady Bird Deeds

Estate Planning MyPersonalCFO - September 15, 2025

You may not know the name Claudia Alta Taylor, but her list of accomplishments is impressive. Claudia was born in 1912 in Karnak, Texas....

Common Mistakes That Blow Up Your Estate Plan

Estate Planning MyPersonalCFO - August 13, 2025

Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good...

20 IRA Mistakes

Charitable MyPersonalCFO - August 7, 2025

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Don’t Distribute the Estate Too Soon

Estate Planning MyPersonalCFO - July 31, 2025

“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries...

Guarding Against the Survivor Trap

Estate Planning MyPersonalCFO - July 29, 2025

It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one...

Beneficiary Audit

Estate Planning MyPersonalCFO - June 16, 2025

Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out...

5 Common Estate Planning Mistakes

Estate Planning MyPersonalCFO - May 21, 2025

A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want...