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Alphabet Soup: Exploring QCDs from IRAs

Jul 25, 2023

Qualified charitable distributions from IRAs provide a good opportunity for charitable giving.

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Stepping Up Your Basis Planning

Jul 18, 2023

In the era of high estate tax exemptions, preserving basis and fully utilizing the adjustment at death are important elements of estate planning.

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Considering the Inevitable

Jul 11, 2023

Even the wealthy should consider long-term care.

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I’m Trustee, Now What?

Jul 5, 2023

For anyone considering whether to accept a trustee role, review this good overview of what is involved.

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Houston Convention Center to Get an Upgrade

Jun 27, 2023

Great news for the development of Houston’s convention center and downtown area.

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TV Takeaways

Jun 20, 2023

Lessons learned from Succession provide guidance for family business owners.

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