Avoid the Survivor’s Tax Penalty After the Death of a Spouse
Losing a spouse is emotionally devastating. However, many surviving partners also face an unexpected financial blow in the form of higher taxes.
June 30, 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
Understanding the Essentials of Social Security Survivor Benefits
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
June 4, 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
Including Siblings in Estate Planning for a Child with Special Needs
Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.
May 22, 2025
Ways to Avoid Estate Disputes between Stepchildren
Blended families face a higher risk of estate conflicts—clear documents, open communication and thoughtful planning help protect relationships and prevent legal battles.
May 20, 2025
Steps to Avoid Inheritance Issues in Second Marriages
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
May 13, 2025
The Estate of The Union Season 4|Episode 3 is out now!
The Estate of The Union Season 4|Episode 3 is out now! The Catholic cardinals are in the process of electing a new pope. While that
May 7, 2025
Many Ways to Include a Charity in Your Estate Plan
Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
May 6, 2025