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Anyone who has considerable wealth should be concerned about how taxes will impact what they’re able to pass down to their loved ones. Finding ways to minimize the taxes the estate is responsible for is part of creating your estate. This also ensures that your heirs...
There are numerous concerns that those with large estates will need to address that individuals with fewer assets don't need to consider. Disputes are more likely to arise when an estate has more valuable property, and creditors and other claimants can seemingly come...
You’ve been putting off doing your essential estate planning because of a thorny problem involving one or more of your heirs or beneficiaries. There is no doubt that you love all your children and grandchildren. But it is also true that some have struggled with more...
Maybe you have two adult children who get along famously. They are both level-headed and financially savvy, as well as extremely trustworthy. For those reasons, you are thinking of naming them as co-executors of your will. Would this be a sound decision or one that...
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....