Discover How IDGTs Are Helping Some Folks Prepare for Changing Estate Tax Exemptions
Intentionally defective grantor trusts (IDGTs) can be highly effective in preserving, maximizing, and transferring certain assets — especially if you set an IDGT up before Jan. 1,
The Updated Legislation May Raise New Issues for Your Estate Plan. Here’s How.
The SECURE Act 2.0 may have advanced retirement planning in several ways while simultaneously creating new wrinkles and potential disruptions in existing estate plans. From minimum
Find Out the Advantages of Setting Up GRATs Now, Ahead of Sunsetting Estate Tax Exemptions
Grantor retained annuity trusts (GRATs) may offer some distinct advantages if you set them up before Dec. 31, 2025. That’s because federal estate tax exemptions
Putting an Estate Plan on the Backburner Could Backfire Soon. Here’s Why.
Estate planning doesn’t need to top your to-do list constantly, but there are some very good reasons it should be a priority before 2026. In fact, whether or
One or More of These Trusts Could Offer You Several Advantages, Especially by 2026. See What May Be Right for You.
The moves you make or don’t make in the next couple of years could critically change your estate tax
Many More People Will Owe Estate Taxes Upon Death Without Appropriate Planning
Your estate plan may not be as buttoned up or airtight as you think. In fact, it could be vulnerable to greater estate tax liabilities than you thought
When a Spouse Dies in TX, Here’s What Happens to Community v. Separate Property
Widows and widowers in Texas don’t necessarily inherit everything when their spouse passes away. In fact, surviving spouses may — or may not — be legally
When It’s Time to Force a Distribution from an Estate in TX, Here’s What You Need to Do
Probate and inheritance can raise thorny issues, especially when assets enter the picture and interested parties disagree on the next steps. In
Here’s What We Can Learn from Some of History’s Wildest Wills & the Battles That Ensued
Wills and last wishes can be as complex and unique as the people behind them. That can lead to some strange terms, bizarre requests,
Find Out What It Takes to Contest a Will in Texas & What to Anticipate If You Do
Will contests can raise critical questions about how a will was created, executed, or revised potentially sparking some fiery conflicts in Texas