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
Becoming a Parent Means Rethinking Your Estate Plan
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.
July 7, 2026
Texas Special Needs Trust Planning Guide for Supplemental Needs and Long-Term Protection
Creating a strong plan for a loved one with a disability can feel overwhelming. A special needs trust offers a clear path to protect assets
July 1, 2026
Texas Seniors Who Are Aging On Their Own Need To Have An 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.
June 16, 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
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
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