Most business owners or co-owners have specific ideas and goals regarding the transfer of their business ownership interests when they pass away. However, there are numerous legal challenges and roadblocks to passing on your business interests. Passing on your...
Uniquely Qualified. Remarkably Determined.
With more than 80+ years of combined experience, we expertly advise each client on effective planning that protects their family and business structures today and for generations to come.
Month: August 2020
How can you protect your assets from the estate tax?
The federal estate tax exemption has jumped over the past few years. Currently, estates valued at $11,580,000 or less will avoid the estate tax. This amount increases to $23,160,000 for married couples. Estates worth more than these amounts – factoring in marital...
Welcome Christin Day!
We recently welcomed a new attorney to our firm: Christin D. Day. Christin graduated from the SMU Dedman School of Law where she was the recipient of the Forest Smith General Counsel Forum Scholarship. Prior to law school she received a Bachelor of Arts in...