We’ve all seen the medical drama: one partner in critical care, the other pacing in the waiting...
Incorporating Philanthropy into Multigenerational Planning
We are on the verge of a historic wealth transfer, with an estimated $84 trillion predicted to be...
What to Know about Cryptocurrency and Estate Planning
Don’t let the Dogecoin memes fool you into thinking crypto is an internet joke: cryptocurrency has...
Succession Planning for Medical Practices
Is succession on your mind? No, not the HBO show that aired its finale last year (although who...
The Myths and Realities of Implementing Asset Protection Trusts
In its second season, “House of the Dragon” has been a smash hit. It has included betrayal (lots...
The Pros and Cons of Family Limited Partnership for Oil and Gas Interests
So you’ve struck oil on your Texas land—or at least inherited some oil and gas interests....
When Is A Lady Bird Deed Not Enough
Avoiding frustrations is a big part of life as a grown-up. Whether you’re a newly minted adult or...
Estate Planning for College-Bound Kids
As your child prepares to embark on their college journey, you've likely spent countless hours...
A Guide on How to Build Multigenerational Wealth
Multigenerational wealth is a popular buzzword today. You hear about passing assets and money down...
Maximizing Medicaid Eligibility Through Asset Protection Trusts
After years of hard work, we all look forward to a little R&R during retirement—maybe taking...