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Why Parents Should Help Their Young Adult Children Create Powers of Attorney and a Will Planning Ahead is Smart, Loving, and Practical
Your child just turned 18. Maybe they’re headed off to college next month, starting a new job, or taking a…
Read MoreEstate Planning After the One Big Beautiful Tax Bill: What Clients Need to Know
The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the…
Read MoreEntity Comparison Chart
Use this chart to quickly compare entity characteristics before you decide on an entity to protect your assets Sole…
Read MoreComparison of Revocable Trust vs. Will
Revocable Trust Will What is it? A legal document that places assets into a trust during the Trustmaker’s lifetime, managed…
Read MoreHow Business Owners Can Protect Their Legacy with Succession Planning
For business owners, a well-structured succession plan is essential for ensuring the long-term success of their company. Without a clear…
Read MoreAvoiding Probate in Texas: What You Need to Know
Probate is the legal process of settling a deceased person’s estate, but many families prefer to avoid it due to…
Read MoreThe advantages and disadvantages of lifetime gifts in estate planning
Advantages Disadvantages Freezes the Value of an Asset; Reduces Estate Taxes – Gifting an asset that is rapidly appreciating (e.g.…
Read MoreWhy a Stock Market Crash May Be the Perfect Time to Gift to Your Family
When the stock market takes a nosedive, the headlines are filled with anxiety-inducing words like “plunge,” “collapse,” “sell” and “turmoil.”…
Read MoreNew to Texas?
“Texas-sizing” Your Estate Planning documents You have finished unpacking. The kids are in school. You have located the grocery store,…
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