Threatening Estate Tax Changes
The tax bill recently proposed by the House Ways & Means Committee could have a significant impact on estate planning strategies. Read what will be affected if the bill passes as proposed.
Don’t Look a Gift Horse…
Is a net gift right for you?
The Tax Man Cometh
This article provides an insightful summary of the proposed estate tax changes contained in the Bernie Sanders tax bill. Spoiler alter: it is sweeping and would alter the estate planning landscape significantly. Move quickly if you wish to avoid its implications
Post Covid-19 Estate Planning
This extraordinary moment in our economy is an opportune time to take advantage of certain estate planning strategies.
Need a GRAT?
If you want to explore this sophisticated wealth transfer technique, check out the numbers here.
Role of the Estate Executor
Many people ask about the duties of an executor. This article provides a good overview – though in Texas the process is even more streamlined if the Will is properly drawn.