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
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 When and How a Power of Attorney can be Used to Transfer Property
A power of attorney can be a powerful planning tool. However, it comes with strict limits—especially when real estate and family members are involved.
February 26, 2026
AI Is Increasing Access to Estate Planning. However, Be Wary of Its Limitations
Technology can make estate planning more accessible. However, it cannot replace thoughtful legal judgment.
February 19, 2026
Expert Advice on the Smartest Ways to Pass Down Jewelry Without Conflicts
Expert advice on the smartest ways to navigate an emotional and potentially complicated moment.
January 29, 2026
A Fiduciary Bond Is A Critical Safeguard
A fiduciary bond ensures that the executor of an estate is accountable and protects beneficiaries against mismanagement of assets.
January 19, 2026
How to Gift Real Estate without Creating Problems for Heirs
In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.
January 14, 2026