The Sooner You’re Aware of the Facts, the Better. Here’s Why.
High stakes and dwindling time have put federal estate tax exemptions in the spotlight, making it an increasingly hot topic that legacy-minded individuals shouldn’t ignore. That’s because 2025 is fast approaching, and it’s set to be the last year for elevated estate tax exemptions.
Discover the Strategies & Tools That Can Sustain Family Businesses Following Death
Family businesses in Texas can be set up for multi-generational success with comprehensive estate planning. Regardless of company size and industry, key legal instruments can be put in place to reduce future exposures, facilitate smoother transitions, and retain more assets for the
Your Step-by-Step Guide to Handling a Loved One’s Will & Texas Probate After a Death
The death of a loved one can open up more than just profound grief. It can also unleash a series of essential tasks that surviving family members may need to complete as part of the decedent’s estate — and as
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 may also be unknowingly subjected to higher estate tax rates if you haven’t put the
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 for asset protection, succession planning, retirement income strategizing, estate tax mitigation, and so
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 to that question — and facing your mortality isn’t necessarily at the top of the
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 may provide a more effective way of reducing the value of an estate and preserving
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, 2026. That’s when lifetime estate tax exemptions could drop drastically, taking millions in available
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 distributions to mandatory withdrawals, the rules for retirement accounts have changed with the SECURE Act
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 and gift tax exclusions will be sunsetting on January 1, 2026, if the laws don’t
