Estate Planning Articles

McNair Dallas Law

John McNair and Susan Rogers at the DAGS Fall Forum

Empowering Dallas Seniors & Aging-Focused Professionals Through Collaboration with the Dallas Area Gerontological Society (DAGS)

Navigating the complexities of aging, long-term care, and legal planning requires more than legal technical expertise—it requires a deeply rooted commitment to the eldercare community. ...
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Social Security COLA Benefits

Navigating the End of the Stretch IRA: How the SECURE Act and SECURE 2.0 Redefined Inherited Accounts

For decades, one of the most effective wealth-transfer strategies in estate planning was the Stretch IRA. That paradigm shifted dramatically when Congress passed the Setting ...
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2026 Dallas Buddy Walk benefiting the Down Syndrome Guild of Dallas

October is Special Needs Law Month

The National Academy of Elder Law Attorneys (NAELA) established October as National Special Needs Law Month.  It coinsides with World Down Syndrome Awareness Month. 
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Estate Planning Gifting

Beyond the Wealthy: Why Trusts Are an Essential Tool for Every Family’s Estate Plan

When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. ...
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help with probate and inheritance taxes

Does a Living Trust Help Avoid Probate and Minimize Inheritance Taxes?

Navigating estate planning can feel overwhelming, especially when weighing the differences between a last will and testament and a revocable living trust.
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Power of Attorney drafted

The Complete Guide to Durable Powers of Attorney: Protecting Your Finances, Autonomy, and Legacy

A durable power will remain in force, if a court finds that you have become incompetent.
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