How the 2025 Tax Law Impacts Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
September 10, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Choosing the Right Estate Planning Attorney in Texas: Questions to Ask Before You Hire
When it comes to estate planning, choosing the right attorney can make all the difference. Your estate plan isn’t just about documents—it’s about protecting your
September 1, 2025
Parents with Young Children need an Estate Plan
Estate planning ensures that your children and assets are cared for according to your wishes.
August 27, 2025
Gifting Strategies for Grandchildren
Custodial accounts can be a smart way to give. However, understanding the rules ensures that your gift benefits your grandchild without unintended tax or control issues.
August 25, 2025
Options when Inheriting a House
Inheriting a house brings emotional weight—and important decisions that can impact your financial future.
August 21, 2025
Common Trust Mistakes to Avoid
Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.
August 19, 2025
Common Reasons to Avoid Probate Court
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
August 7, 2025
Is Your Trust Vulnerable To Lawsuits?
Trusts are a powerful estate planning tool. However, they are not always immune to lawsuits—understanding the risks is key to protecting your legacy.
July 22, 2025
Using Life Insurance to Fund a Trust
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
July 14, 2025