In Less Than 19 Months, Estate Tax Exemptions Will Likely Change. Are You Ready?
Millions in estate tax exemptions could vanish forever on Jan. 1, 2026. With that, you could lose potential opportunities to mitigate certain estate tax obligations. You…
Discover What Types of Trusts Are Better Suited for Different Types of Businesses & Objectives
Trusts can be indispensable tools for forward-thinking small business owners. Across nearly every industry, trusts for small businesses in Texas can be highly effective devices…
You Can Silence Your Biggest Estate Planning Concerns with Confidence. Here’s How.
When you think about estate planning and your will, what scares or worries you the most?
If you’re like most Americans, you have at least one answer…
More Folks Are Setting Up ILITs & Other Trusts Ahead of 2026. Find Out Why.
Irrevocable life insurance trusts (ILITs) could be uniquely advantageous and offer greater peace of mind if set up before Jan. 1, 2026. That’s because ILITs…
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…
