TEXAS BANKING NEWS, PEOPLE AND IDEAS
TEXAS BANKING NEWS, PEOPLE AND IDEAS
By Mike Rahn, CISP | Ascensus Our organization sends out IRA beneficiary designation reminders every few years. Some IRA owners respond and inform us that they have divorced, which leads us to ask whether divorce itself can impact IRA beneficiary elections? It depends. A number of states—about half—have laws that automatically revoke an existing IRA … Read more
Dallas-based Texas Capital Bank recently hired John Ott to serve as senior vice president/wealth strategist. He has the knowledge and skills necessary to help his clients achieve complex estate planning and business planning. Ott brings to the bank more than 20 years of experience practicing law. He is board certified in estate planning and probate … Read more