The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas is out now. In this episode of Estate of the
Welcoming a child into your family changes more than your daily routine. It creates new legal and financial responsibilities that should be reflected in a comprehensive estate plan.
As more adults enter their later years without a spouse, children or close family support, the need for thoughtful, proactive estate planning has never been greater.
Failing to update your estate plan after a divorce can lead to unintended outcomes, including the possibility that an ex-spouse may still inherit from your estate.
Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.
The federal gift tax often sounds intimidating. However, most individuals never actually pay it thanks to generous exemptions and strategic planning rules.
Avoiding probate helps heirs receive their inheritance more quickly, privately and with less cost.
Estate planning is not just for adults. Certain legal documents can protect minors and their families in unexpected situations.
The rules governing inherited retirement accounts have changed in recent years.
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
