How to Sign for a Family Member’s Real Estate (in Texas) If They Die Without a Will Overview This purpose of this blog post is to provide a sample case study of how to […]
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Pending Changes in the Proposed Tax Legislation and Potential Year End Tax Planning Opportunities Over the course of this year, there has been much discussion about a new federal infrastructure act and the price tag […]
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Moving to Texas Checklist Moving Topic Potential Action Items Young Children: ____ Register kids for school. www.mytexaspublicschool.org ____ Find local doctor, dentist, optometrist, day care ____ “Texas Size” your Will / Trusts / Powers of Attorney […]
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Estate and Death Tax Fundamentals and Planning Part 3 – Live Webinar Sept 30, 2021 By: Christopher Ha, Staff Attorney, Certified Financial Planner, CFP® Purpose of Blog Post Purpose of blog post: let you […]
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By: Christopher Ha, Staff Attorney “In this world, nothing is certain but death and taxes.” – Ben Franklin “You must pay taxes. But there’s no law that says gotta leave a tip.” – […]
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By: Christopher Ha, Attorney, TCV Law Group Introduction to the QTIP Election The “Qualified Terminable Interest Property” (QTIP) election is a name only an IRS attorney could love. The purpose of this blog post is […]
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You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental. Maybe you haven’t had time to meet with an attorney yet or maybe you intend […]
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By: Christopher Ha, JD, CFP® Prepared on 6/14/2021. This blog post gives an example of how the federal estate (death) tax would work under Senator Sanders’ estate tax proposal. See the following Kiplinger article: […]
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As estate planning and business attorneys, we are often tasked with anticipating and planning for our clients’ various life event and business situations. When asking our clients about potential life/business events, we are often met […]
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You made it! The new adventure of life starts now! Whether your newest adult is going to college, vocational training, the military or getting a full-time job – those of us with adult “children” have […]
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