A boutique estate planning firm with a commitment to innovative and sophisticated legal solutions.
Texas breeds business success stories. From booming tech startups in cities like Dallas and Austin to sprawling oil fields, the state fosters a can-do spirit that propels businesses to the top. But for highly successful entrepreneurs, securing their hard-won legacy...
Most children would expect to receive something when their parents die. Most parents would want to leave their children something too. However, there are occasions when a parent may wish to leave one or more children nothing at all. There could be many reasons for...
Ensuring the protection of your wealth is not just about managing your finances during your lifetime but also planning for unexpected events, such as incapacity. Incapacity can strike anyone due to illness, injury or other unforeseen circumstances. When incapacitated,...
Estate planning largely revolves around an individual making plans for when they die. A will is a crucial component in this process. It can outline who should receive different types of assets. When a loved one passes away, this can be very upsetting for friends and...
Crafting a well-rounded estate plan is vital for many reasons. It can help to ensure that your assets are distributed per your wishes and allow you to control your finances and healthcare if you become medically incapacitated. For many, estate planning goes beyond the...
You’ve owned and run your company for several years now, but the reality is that you’re getting older. You may not intend to go anywhere yet, but there is no harm in being prepared and implementing a business succession plan. You have several options for this, with...
Decanting a trust is a legal process in Texas that allows trustees to transfer assets from one trust into a new trust with different terms. It gives trustees flexibility in managing trusts to suit beneficiaries' needs better or address changes in circumstances....
Creating an estate plan involves thinking about several aspects of your life. One of the primary considerations is handing assets down to loved ones, but that’s not the only thing your estate plan can do. You also need to set up plans for what will happen if you...
Building wealth takes time, dedication and sacrifice. Naturally, you want to ensure your hard-earned assets pass to your loved ones with minimal erosion. In Texas, where probate can be time-consuming, and estate taxes can take a bite out of your legacy, trusts become...
One of the responsibilities of a personal representative is to communicate with beneficiaries. As a beneficiary, you should be informed about the estate and the probate process. Further, the personal representative should provide satisfactory answers when you ask a...