Whether you’re already a senior or just planning for the future, it’s nice to have a sense of...
Protecting Your Family’s Future: Year-End Estate Planning Considerations
What’s the state of your estate as we move towards the end of 2023? It’s natural to take stock of...
Passing on Wealth: Seven Strategies for Minimizing Taxes
Just like in the classic board game Monopoly, managing real-life wealth requires strategic moves....
Can I Draft a Ladybird Deed Myself?
There are online tutorials these days for everything from installing a door to drafting legal...
How to Avoid the Common Pitfalls of Special Needs Planning
Caring for a loved one with special needs can come with a steep learning curve. You might...
Marital Trusts and Taxation: Should my Marital Trust be set up as a BDOT?
Marital trusts are an estate planning tool that allows assets to be transferred to a surviving...
Understanding Powers of Appointment
In protecting your legacy, you can’t go it alone. That’s because, to create an estate plan that...
Comparative Analysis of Transfer on Death Deed and Lady Bird Deed in the State of Texas
Hello from the central region of Texas! As attorneys serving clients in the Lone Star State, we...
Understanding Supplemental Needs Trusts
A Supplemental Needs Trust (SNT), also known as a Special Needs Trust, is a legal arrangement...
Protecting Your Elderly Loved Ones From Financial Abuse
When you think of scams targeting the elderly, chances are you think of old-school email phishing...