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.

These Celebrities Didn’t have Wills…But You Should

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.

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.

Texas Estate Planning Essentials

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents.