Is Your Rental Property Protected from Creditors in Texas?

If you own a rental house in Texas, you might assume it’s safe from a lawsuit. It isn’t.

September 29, 2026

Are Annuities Asset Protected in Texas?

Annuities are flexible and interesting financial tools. I’m not going to weigh in on whether they’re a good investment. Some people love them and some people don’t. What I can tell you is how they’re treated under Texas law.

September 24, 2026

Improve Charitable Giving with a Donor-Advised Fund

Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.

May 12, 2026

Strategies to Avoid Delayed Postmortem Tax Returns

Handling a loved one’s final tax return can be more complicated than expected, often leading to delays that can stall estate administration and distributions.

May 6, 2026

Understanding the Gift Tax can Help Families make Thoughtful Financial Gifts

The federal gift tax often sounds intimidating. However, most individuals never actually pay it thanks to generous exemptions and strategic planning rules.

April 21, 2026

Reducing the Emotional Toll of Probate

When a family loses a loved one, the last thing they need is added stress. However, the probate process often brings paperwork, delays and emotional strain that can weigh heavily on grieving families.

April 8, 2026