Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 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
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
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
Creating a Scholarship Fund Reduces Taxable Estate
Establishing a scholarship fund allows you to leave a lasting legacy, while also reducing estate taxes and supporting students in need.
August 12, 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
Using a Disclaimer Trust to Transfer Land
A widow wonders if it’s too late to fix an estate plan that made no provisions for their one farming son and isn’t sure how to manage the farmland.
July 7, 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
What’s the Difference Between Estate and Trust Administration?
Though often confused, estate administration and trust administration involve distinct processes for managing and distributing assets after death, with different rules, responsibilities and timelines.
June 9, 2025
Older Couples Should Consider Premarital Agreement
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
May 29, 2025