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Estate Planning IQ Quiz
Estate Planning IQ Quiz What Do You Know about Wills and Trusts? Test Your Estate-Planning Knowledge Question 1 About what…
How Business Owners Can Avoid Deadlocks in Decision Making
Are you considering starting a business with a friend or family member? If operating as a partnership or LLC, a…
Moved to Texas … Should I update and “Texasize” my will or trust?
Recently released estimates from the U.S. Census Bureau show that Texas is now home to more than 30 million people,…
The Four-Year Rule
Statistics show that there have been more deaths in Texas over the past four years than in any previous four…
Transfer on Death Deed: Answers to Commonly Asked Questions
In 2015, the Texas Legislature enacted a statute authorizing Transfer on Death Deeds (“TODD”). Similar to Lady Bird Deeds, which…
Community Property vs. Common Law Property Assets
Texans know this, but for those of you who are new to Texas, now that you are here you may…
Considerations Before Owning a Business with Your Spouse
Both running a successful business and having a successful marriage require commitment and hard work. Operating a business as a…
For Better or Worse Why Marital Agreements are Important
Often in these times of crypto, start-ups and other wealth creation, parents require and their children are willing to ask…
Will? Trust? Why Not Both?
In my initial conversations with new or prospective clients, I am often asked whether the client needs a will or…
You Survived the April Tax 2022 Season. Did You Remember to File Franchise Tax Returns for Your LLCs?
Question 1: Does a Texas LLC need to file a Texas Franchise tax return each year, even in years when it…
Importance of Trust Advisor provisions in a Revocable Trust
The most common type of trust used for estate planning is a revocable trust created by the client during his…
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