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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.
Any commercial real estate lease that is valid and binding is a long and densely written legal document. They ideally protect the rights and interests of each party involved in the deal, outlining a list of basic details as well as a lengthy list of clauses that...
In 2009, Texas enacted legislation approving what’s known as a “series LLC”. Since that time, the series LLC has become an increasingly popular way for investors and entrepreneurs to own different assets and/or business units in a single LLC while at the same time...
On January 1, 2021, the Corporate Transparency Act (“CTA”) was enacted. The CTA authorized the Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) to set up a secure beneficial ownership registry for information on entities created in or...
2021 TAX PROPOSALS – GREEN BOOK DISMUKE & WATERS, P.C. August 2021 You likely are aware, from the news and our prior communications, that Congress is continuing to consider proposals that may have a significant impact on many estate plans. Although we still...
Last week, the White House released The American Families Plan, which includes some new details regarding the Biden administration’s proposed 2021 tax reform. The tax changes expected to be enacted this year will be substantial and far reaching and will include...
Many of you have likely read about the bill that Senator Bernie Sanders has submitted. The purpose of this blog is to provide a few high points to see if it is worth having a conversation about how it may to apply to you and what you can do now to take advantage of...
Individuals with significant and unique assets may need to consider several things with estate planning. Leaving monetary assets such as bonds, stocks or cash may not require specialized management, but when the testator has amassed an extensive art collection in a...
Crafting an estate plan can be an expensive venture, but that does not mean it's solely for the well-to-do families of Arlington and Southlake, TX. The fact is that no matter how much or how little you have within your estate, it is always a good idea to ensure that...
Just because someone dies, it doesn’t mean all their debts are automatically paid off or forgiven. In some cases, their family members may even be responsible for paying them off. That’s why it’s essential to have an updated estate plan. When a person passes away,...
Family conflict is a common cause of estate plan disputes. This can result in costly litigation, which can lead to a delay in the disbursement of assets. Families can reduce this risk by having open conversations with their adult children about their estate plans....