Texas Trust Law Attorney Zachary Wiewel discusses the Corporate Transparency Act We are always thrilled when one of our attorneys is featured in industry leading
Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…
The Estate of The Union Season 3|Episode 1 is out now! We are excited to begin our third season of The Estate of The Union!
Director of Special Needs and Elder Law Melissa Donovan is featured in January issue of Lawyer Monthly! We are always thrilled when one of our
A Qualified Personal Residence Trust (QPRT) is a unique financial tool used in estate planning to reduce the potential estate tax liability by transferring a principal residence or vacation home into a trust. As an irrevocable type of trust, a QPRT allows the grantor to remain in the home for a predetermined term of years, making it a strategic choice for those looking to manage their estate tax effectively. Learn more about QPRTs. In the realm of estate planning, QPRTs serve…
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…
As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.
The adjustment in basis is a crucial tax consideration–what can it mean for you?
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
