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Did Loretta Lynn have an Estate Plan?

Loretta Lynn Estate Planning

Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.

Can You Gift Money on Your Deathbed?

Estate Taxes - Deathbed gift

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

Are Trusts a Useful Tool?

Trusts a perfect tool

One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.

How Do I Store Advance Directives & Estate Planning Documents?

Advance Directives Storage

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 the most important step, that is irrelevant if the documents are lost when they most need to be used.

Moody Gardens Provides Hope

Moody Gardens Hope Therapy

Did you know that Moody Gardens Galveston Island provides more than just education, recreation, & fun?  It is also the site of Hope Therapy, a therapeutic recreation and vocational training program for individuals with disabilities.

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