New to Texas?  …And Other Life Events That Require And Immediate Estate Plan Update   According to the Dallas Morning News, “job relocations by huge companies including Toyota, Liberty Mutual Insurance, JPMorgan Chase, FedEx and Boeing have made Plano the envy of the country.”  Business is booming, and people are moving to the Dallas-Fort Worth…

Is There a Difference Between “Supplemental” and “Special” Needs Trusts? Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The short answer is that there’s no difference. Here’s the long answer: When the field of special needs planning began more than two decades ago, trusts created…

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