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Estate Planning Articles

McNair Dallas Law

Estate Taxes

Can Estate Planning Reduce Taxes?

April 9, 2025
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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Life Insurance Proceeds

How to File Tax Return When Mom Passes Away

April 5, 2025
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
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Individuals with Parkinson's Disease can still enjoy time outside with their family.

What are the Causes and Risk Factors of Parkinson’s Disease?

April 3, 2025
There are several known causes of Parkinson's disease (PD). This condition is associated with decreased amounts of dopamine in a small area of the brain ...
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How Can I Be Better Long-Distance Caregiver?

March 27, 2025
Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers ...
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estate planning to-dos

What are Top ‘To-Dos’ in Estate Planning?

March 25, 2025
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of ...
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Disability Planning

Avoid Errors with Special Needs Planning

March 19, 2025
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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