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Estate Planning Articles

McNair Dallas Law

Grandmother hugging her adult son, discussing inherited IRAs.

Required Minimum Distribution Changes for 2025

January 19, 2025
New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.
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Older woman worries about financial fraud and exploitation.

Asset Protection Planning Strategies to Protect Seniors from Financial Scams

January 14, 2025
The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors ...
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Social Security and Medicare Cards

8 Major Medicare Changes for 2025: What You Need to Know

January 11, 2025
“It’s the first time in the history of the Medicare program that people have a cap on how much they could have to pay out-of-pocket” ...
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Older man and his adult daughter smile as they discuss updating his estate plan in the new year.

Review and Update Estate Plan in the New Year

January 9, 2025
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your ...
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Multi-generational family at home needs estate planning.

Facing the Future: Your Essential Estate Planning Guide

January 3, 2025
Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ...
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2025 Estate Planning on a to-do list.

Estate Planning Steps to Contemplate in 2025

January 2, 2025
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
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