Don’t Let Texas Decide Your Estate

The reality is that if you do not create an estate plan, Texas already has one for you. The question is whether you will like it.

July 21, 2026

The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas

The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas is out now. In this episode of Estate of the

July 13, 2026

A Life Estate can Benefit Your Spouse in Life and a Charity in Death

A life estate can allow a surviving spouse to remain in the family home, while ensuring that the property ultimately passes to a chosen beneficiary, such as a church or charitable organization.

June 2, 2026

Improve Charitable Giving with a Donor-Advised Fund

Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.

May 12, 2026

Strategies to Avoid Delayed Postmortem Tax Returns

Handling a loved one’s final tax return can be more complicated than expected, often leading to delays that can stall estate administration and distributions.

May 6, 2026

Understanding the Gift Tax can Help Families make Thoughtful Financial Gifts

The federal gift tax often sounds intimidating. However, most individuals never actually pay it thanks to generous exemptions and strategic planning rules.

April 21, 2026

Fitting Commercial Real Estate into Your Estate Plan

Proper planning ensures that commercial real estate properties transfer smoothly, preserve their value and continue generating income for the next generation.

April 14, 2026