A boutique estate planning firm with a commitment to innovative and sophisticated legal solutions.
You’re creating your estate plan, and you decide that you don’t want to leave the same amount of money or assets to all of your heirs. Perhaps you believe some of them won’t use the money responsibly. Maybe you are estranged, or you’ve had a falling out. For whatever...
Texas has had its fair share of family dynasties over the years – both real and on television. However, it wasn’t until less than a year ago that the law changed to allow true dynasty trusts in our state. Texans can now set up dynasty trusts that can last for as long...
If you are getting up in years and are starting to look into retirement, one of the things you have to consider is how to handle your business. Will you sell it to someone outside of your family? Will you pass it on as a kind of inheritance? Do you want to keep...
Eventually, there will come a day when everyone has to pass their assets on to their heirs. The value of assets held by each individual can be dramatically different, but everyone has something that needs to be passed on. Additionally, estate planning can be used to...
The public generally looks unfavorably on probate courts. Many believe court officials have no empathy and don’t understand when the bereaved question the validity of a will or other document. As those who provide residents with estate planning and probate services,...
A will is the cornerstone of any estate plan. This document articulates how you would wish to have your estate distributed upon your demise. Dying without a will in place (intestate) would mean that the state laws will determine who gets your assets and who doesn’t....
You might not feel comfortable talking to your children about your finances. Or maybe you just do not want to darken the mood with a conversation about death. Yet, it is better for you all if you can overcome these issues when creating your estate plan. You need your...
Whether you intend to buy a startup with promising technology or merge with a company that used to be a competitor, acquiring a new business can be an excellent business strategy. It can grow your company a substantial amount in a short period of time and minimize the...
You will be extremely busy if you have just had your first child. When you are also holding down high-level jobs or running a business, the last thing you might want is to make extra work for yourselves by looking at estate planning. Yet, you must do. Here is why:...
If you’re in the process of estate planning right now, you may be asking the question: what is the Biden tax agenda, and when, if passed, will it be implemented? What is The Biden Tax Plan? Let’s start with the basics: what is the Biden tax plan? To put it simply, the...