Planning for Upcoming Federal Estate Tax Changes?
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The closer we get to 2025, the more complicated estate planning gets for people who have an amount between where the limits are now and where the limits might be in 2026.
Transferring Property to Heirs? Skip Top Five Mistakes
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Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
Do Texas Newcomers Need to Update Their Wills?
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While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
These Celebrities Didn’t have Wills…But You Should
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When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
How to Protect an Estate from a Rotten Son-in-Law
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Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Key Documents For Your College Kid
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A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
What are Biggest Mistakes People Make with Social Security?
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Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
Who Pays Taxes, the Estate or Heirs?
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The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
Estate Planning for Blended Families
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Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
What is a Pour-Over Will?
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This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.