Media Features

Children's Advocacy Center for North Texas Announces Honorary Chairs, Lori and Bentley Ford, for upcoming 2024 Champions for Children Gala As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories do not come at the expense…

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits. Will O’Rourke, Esq., wealth and estate planning advisor at Prime Capital Investment Advisors, suggests that most people get an attorney. He says,…

Will O'Rourke, a ``Succession`` fan and wealth advisor for Prime Capital Investment Advisors, told Insider the dramatic fall in Waystar's stock could be realistic because of the huge influence Roy had as CEO. Are you a Succession fan and want to read the full story? Check it out here. If you have any questions about holistic financial planning, please call…

You’ve heard “Use it or lose it.” Well, when it comes to your clients’ kids, it’s “Know them or lose them.” That means, you need to get to know them well—before the clients pass away and their money transfers to the next generation, according to financial advisors and firm executives who handle this issue on a frequent basis. Will O’Rourke,…

Large estates can be complex and may benefit from having a professional co-executor to help you navigate. Even small estates have plenty of paperwork to complete. Settling an estate is more work than you think. Expect plenty of paperwork. Executors have a fiduciary duty to carry out the terms in the will, including notifying heirs, paying any liabilities and distributing…

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point…