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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.
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....
You love your children and have so unconditionally even though you sometimes question the choices they have made throughout their lives. But that is what often happens in parenthood. However, one of those choices has remained a sticking point with you. And that has...
You have worked your whole life to earn your retirement. You have saved money and invested well, funding a relaxing retirement free of obligation. All that remains is making sure your children and heirs have the financial stability they need to succeed. If you are...
Estate planning for people who own real estate brings unique concerns to the forefront. Should you leave instructions to liquidate this asset after you pass away and distribute the profits to your loved ones, or will your beneficiaries receive the property itself?...
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...