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Estate Planning Articles

McNair Dallas Law

Estate Tax Gifting Exemption

Do We Need Estate Planning?

February 18, 2024
Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
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Happy Older Couple considers Marital Trust

How Marital Trusts Help Protect Blended Families

February 16, 2024
Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide ...
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Disability Planning

Write a Letter of Instruction for Loved Ones

February 7, 2024
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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Remarriage

How Do I Protect My Spouse and My Children in a Second Marriage?

February 4, 2024
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies ...
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Documents in order

Organize Your Important Papers and Get Personal and Financial Affairs in Order

January 29, 2024
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange ...
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Grandparents with happy Grandchildren consider estate tax exemption planning

What are the Federal and Gift Tax Exemptions for 2024?

January 24, 2024
The federal gift, estate, and generation-skipping transfer (GST) tax exemptions and the annual exclusion from gift tax are historically high due to a temporary increase ...
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