Refresh as Needed
As families, finances and tax regimes change over time, it is important to re-evaluate your estate planning as well.
Welcome Home
Feeling crowded, Houston? The city’s robust population growth is one measure if it overall vitality.
Smart Charitable Giving
For those in their 70s and older, this is an excellent discussion of why charitable gifts should come from your IRA.
To Repeal or Not to Repeal?
This article provides a thorough analysis of the implications of a possible estate tax repeal.
Securing Your Legacy
With Texas now allowing 300-year trusts, is a “dynasty trust” right for you?
The Changed Landscape for Inherited IRAs
Inherited an IRA since 2020? Here are some important things to know.