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Estate Planning Articles

McNair Dallas Law

Early Retirement

Do You Lose Benefits If You Retire Early?

August 25, 2022
Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.
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Estate Taxes

Can Estate Planning Reduce Taxes?

August 23, 2022
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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Advance Directives Storage

How Do I Store Advance Directives & Estate Planning Documents?

August 22, 2022
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are ...
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Estate Tax

Is Your Estate Plan Ready for Tax Changes?

August 17, 2022
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based ...
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Spendthrift Trust

Do I Need a Spendthrift Trust?

August 16, 2022
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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IRA Inheritance Changes

IRA Inheritance Changes

August 14, 2022
The IRS is weighing a change that could leave your heirs poorer than you might hope.
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