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
Your Spouse May Not Be the Right Choice for Trustee
While naming a spouse as trustee may seem like the natural choice, it is not always the best decision for managing trusts effectively and protecting beneficiaries.
April 28, 2026
The Estate of The Union Podcast – Austin Pets Alive! is out now
The Estate of The Union Podcast – Austin Pets Alive! is out now. We continue our Conversations with Non-Profits series, where our listeners have an
March 18, 2026
Understanding Trusts in Texas: Why a Revocable Living Trust Might Be Right for You
Creating a trust in Texas is one of the most effective ways to protect your assets and simplify the process of passing them on to
January 1, 2026
Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
Avoiding Probate Is Key to Protecting Your Legacy
A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
November 25, 2025
Portability Doesn’t Happen Automatically
Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.
November 13, 2025
Pour-Over Will is a Safety Net for Your Estate Plan
A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.
November 4, 2025
Keep Certain Assets Out of a Trust to Avoid Probate
Living trusts are powerful estate planning tools, but not every asset belongs in one. Knowing which property to exclude prevents complications and protects your legacy.
October 30, 2025