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Talking to Your Kids About Your Wealth

Talking to Your Kids About Your Wealth

by Adams Wealth Management | Jul 21, 2017 | Estate Planning

After your kids learn how wealthy you are, they may expect your money to play a financial part in their personal lives, especially in adolescence.

Understanding the Gift Tax

Understanding the Gift Tax

by Adams Wealth Management | Jul 12, 2017 | Estate Planning

“How can I avoid the federal gift tax?” If this question is on your mind, the good news is that few taxpayers or estates will ever have to pay it.

Understanding the Gift Tax

Who Needs Estate Planning?

by Adams Wealth Management | Jun 14, 2017 | Estate Planning

Making an estate plan may leave you with the comfort of knowing that your wishes will be carried out, when the time comes.

A Primer for Estate Planning

A Primer for Estate Planning

by Adams Wealth Management | Jun 2, 2017 | Estate Planning

Estate planning is a task that people tend to put off. Here are some things you may want to accomplish this year regarding estate planning.

A Primer for Estate Planning

When Someone Dies Without a Will

by Adams Wealth Management | Mar 31, 2017 | Estate Planning

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

A Primer for Estate Planning

Key Estate Planning Mistakes to Avoid

by Adams Wealth Management | Mar 22, 2017 | Estate Planning

Failing to revise an estate plan after a spouse or child dies. Going years without updating beneficiaries. Thinking of a will as a shield against probate.

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Other Information:

Adams Wealth Management Group LLC (“Adams Wealth Management”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Adams Wealth Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Adams Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.

 

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