Planning for Upcoming Federal Estate Tax Changes?
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
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?
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.
Key Documents For Your College Kid
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?
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?
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
What is a Pour-Over Will?
This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
Top Five Mistakes to Avoid When Passing Wealth to the Next Generation
What could go wrong with this transfer of generational wealth? Several things, in fact.
What is HIPAA Authorization?
Other than covered entities and business associates, which other entities are covered by the HIPAA rules?
Singles Need Estate Planning to Protect During Lifetime
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
