Skip to content
214-727-6000or Contact us:  info@awealthplan.com
Twitter page opens in new windowLinkedin page opens in new window
awealthboxclient reports
Strategic Wealth Planning
All you need is a Plan
Strategic Wealth Planning
  • Home
  • About SWP
    • Why Choose SWP?
    • Associates
    • Our Mission
    • Charities
    • Contact Us
  • First, A Plan
  • Products & Services
    • You & Your Family
    • Your Business
    • Your Estate
    • AWealthBox
    • Tax Mitigation
    • Business Exit Planning
    • Seminars and Presentations
    • Industry Leading 401k Plans
    • 401k Expertise
    • 3 Core 401k Strategies
  • Our Clients
    • Ideal Profile
    • Your first year
    • Entrepreneurs
    • Professionals
  • Resources
    • A Wealth Plan Blog
    • 401k Blog
    • In the News
    • Recommended Reading
  • Client Logins
    • 401k Plan Login
    • AWealthBox Client Login
    • Client Reports
Search:
  • Home
  • About SWP
    • Why Choose SWP?
    • Associates
    • Our Mission
    • Charities
    • Contact Us
  • First, A Plan
  • Products & Services
    • You & Your Family
    • Your Business
    • Your Estate
    • AWealthBox
    • Tax Mitigation
    • Business Exit Planning
    • Seminars and Presentations
    • Industry Leading 401k Plans
    • 401k Expertise
    • 3 Core 401k Strategies
  • Our Clients
    • Ideal Profile
    • Your first year
    • Entrepreneurs
    • Professionals
  • Resources
    • A Wealth Plan Blog
    • 401k Blog
    • In the News
    • Recommended Reading
  • Client Logins
    • 401k Plan Login
    • AWealthBox Client Login
    • Client Reports

Monthly Archives: October 2015

You are here:
  1. Home
  2. 2015
  3. October

Leave Texas Real Estate “POD” and Avoid Probate!

A Wealth Plan BlogBy Steve BlumOctober 1, 2015Leave a comment

On September 1, 2015, Texas joined the the majority of states that recognize “transfer on death” (TOD) deeds. By filing the deed while alive, Texas real estate owners can transfer their property after death to a beneficiary without the necessity and expense of probate, and without a will. Upon providing proof of death, title to…

© Copyright 2021, Strategic Wealth Planning & Blum Financial, LP.   |   Legal Disclaimer   |   Privacy Policy

Go to Top