Trusts Work for Multi-State Property Owners
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
January 9, 2024
Marital Trusts help protect Blended Families
Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide to marital trusts, how they work and their advantages and disadvantages. With the potential to safeguard assets and ensure that they reach the intended beneficiaries, marital trusts can be an effective part of a comprehensive estate plan, particularly for those in a second marriage or a blended family. What Is a Marital Trust? A marital trust is a type of irrevocable trust and is crafted to benefit…
December 18, 2023
The Estate of The Union Season 2|Episode 11 is out now!
The Estate of The Union Season 2|Episode 11 is out now! Sylvia Holmes makes a fabulous guest! She is a Travis County Justice of the
November 13, 2023
Beware of Social Security Scams using AI
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
November 8, 2023
Life Insurance should be Major component of Estate Plan
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
October 19, 2023
Choosing an Executor can be a Difficult Decision
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
September 13, 2023
Lady Bird Deed is a Tool to transfer Real Property outside of Probate
As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
September 12, 2023
The Safe way to Pass on Family Heirlooms
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
August 30, 2023
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
Complexities of Determining Who is a Descendant
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants.’
August 28, 2023