How Does Medicaid Count Assets?
Although the Medicaid system may be a generally recognized public benefit, the intricacies of the program usually do not become relevant to individuals, until they face the need to use it.
November 1, 2021
What Is a Dynasty Trust?
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
October 26, 2021
The Estate of The Union Episode 10
The Estate of The Union episode 10 is live! In the newest installment of The Estate of The Union podcast, Brad Wiewel is joined by
October 25, 2021
Consider a Family Meeting about Estate Planning
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
October 21, 2021
Protect Loved Ones from Financial Elder Abuse
Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.
October 11, 2021
Businesses should have a Buy-Sell Agreement
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
October 4, 2021
What’s an Enhanced Life Estate?
Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
September 30, 2021
The Estate of The Union Episode 9 out now!
The Estate of The Union Episode 9 out now! In the latest installment, Brad Wiewel of Texas Trust Law chats with Grace Cook of Harrell
September 24, 2021
Estate Planning for Same-Sex Couples
Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.
September 15, 2021
The Purpose of a Credit Shelter Trust
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
September 13, 2021