The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates…

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…

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…

I get it – it runs counter-intuitive in so many ways: why on earth does my child need a Medical Power of Attorney?  He/she has me – I’m the parent! …

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you…

Probate Lawyers Advise on Building Freedom From Court Interference Into Your Estate Plan If you feel that the matters of your estate should be kept private and that your assets…

Estate Planning for Military Families Celebrating the 4th of July reminds us all how important it is to honor those that have served our country, and those who are currently…

Four Practical Uses for an ABLE Account We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. These accounts allow many…

Estate Planning Solutions Series Life Insurance & the ILIT:Creative Funding Tools for the SNT One of the things I most enjoy about being an estate planner is the ability to…

Legislative Update The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA): A Cure for Our Digital Dilemma? The digital age has arguably presented the world with as many challenges…

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