Portability Doesn’t Happen Automatically
Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.
November 13, 2025
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
The Estate of The Union Season 4|Episode 4 is out now!
The Estate of The Union Season 4|Episode 4 is out now! While it can sound shocking, the Mortality Rate in Texas is 100%!!! Brad is
June 16, 2025
Estate Planning for Americans Living outside the U.S.
Estate and inheritance taxes are critical considerations for all US citizens living abroad, whether they are building wealth, managing significant assets, or planning to transfer wealth to future generations.
February 24, 2025
Understanding Gift Tax Rules can help Tax-Efficient Giving
Financial gifts can be a meaningful way to share wealth with loved ones. However, understanding the tax implications ensures that you avoid unexpected liabilities and maximize tax benefits.
February 12, 2025
Unique Challenges to Estate Planning for Non-Citizens with U.S. Assets
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
October 2, 2024
Senior Property Tax Exemption can provide Relief
Some states are offering a property tax exemption to help senior homeowners on fixed budgets. What exactly are senior property tax exemptions? We look closely at the exemption and if it might work for you.
May 2, 2024
Bypass Trust is a pivotal Estate Planning Tool
If you’re considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.
February 28, 2024
Gift and Estate Tax Exemption Limits Increase for 2024
It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.
December 11, 2023
Tax Strategies combined with Estate Planning can Safeguard Assets
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
October 23, 2023