Some people have a tendency to use the terms “estate tax” and “inheritance tax” interchangeably,... [Read more...]
Asset Protection Planning for Your Loved Ones
Are you leaving a substantial inheritance to one or more of your loved ones? If... [Read more...]
Three Reasons for Avoiding Probate
Fortunately, from the standpoint of time and expense, the probate process in Texas is not... [Read more...]
Who Needs to Know About Your Estate Plan?
Once the ink is dry on your estate plan, you have some decisions to make... [Read more...]
What is Community Property?
Community property is one form of joint ownership of assets. Unlike other forms of joint... [Read more...]
What is an Institutional Fiduciary?
An essential part of establishing your estate plan is nominating certain fiduciaries. These are people... [Read more...]
Estate Planning Glossary: Fiduciary
As you make your estate plan and update it over the years, you’ll need to... [Read more...]
Have You Funded Your Revocable Living Trust?
If you have, or are considering, a Revocable Living Trust, it’s important to know that... [Read more...]
Is Your Parents’ Home As Safe As It Could Be?
As your mom and dad age, it may be harder for them to continue to... [Read more...]
Do You and Your Spouse Have “I Love You” Wills?
Many married couples have “I Love You” wills. These are simple wills that mirror each... [Read more...]
Talking To Mom And Dad About The Estate Tax
Of all the uncomfortable things you have to talk to your parents about through the... [Read more...]
Should You Convert to a Roth?
This year marks a change in the law that governs who can and can’t convert... [Read more...]
