Estate Planning
There are many parts about Estate Planning you should know. We suggest you contact us for more information about your specific situation and allow us to share with you some Educational infomration that will help you.

WHAT YOU NEED TO KNOW:
This information is for educational purposes only. Please contact an Estate Attorney for legal advice.
A will typically goes into probate after the testator dies, while a trust does not!
Learn about the difference between Wills and Trusts
IRA Beneficiaries
DID YOU KNOW:
​If a spouse inherits an IRA whose deceased spouse was taking RMDs (Required Minimum Distribution) but the surviving spouse is Under RMD age, they can within nine months of death, STOP the RMDs and base the future RMDs on their own age.
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Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

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Texas # 817-717-1487
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through LifePro Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.ve any questions, please don't hesitate to ask.