May 4, 2016
Below are some legal issues that we wish to highlight for you. Let us know if you have questions, or need further detail, about any of these nuggets. 1. Income tax basis reporting: All estates required to file Federal estate tax returns (as opposed to an estate...
May 4, 2016
We live in a world where most of us have a growing online presence. Yet too few have stopped to ponder what will happen to our logins when we are gone. Our various digital accounts – email, social media, business, financial, photo-sharing, bill pay, loyalty...
May 4, 2016
Many of our clients innocently create accounts, and even hold real property, in ways that circumvent their Will plan. In the best case, this might mean more taxes or sacrifice non-tax trust protections. In the worst case (and the examples are legion), this results in...
Nov 5, 2015
The idea of a family vacation home or retreat is appealing to many families, especially as a means to bring generations together and maintain a family identity. To quote Barbara Bush, “I think togetherness is a very important ingredient to family life.” Many of our...
Nov 5, 2015
Though timeshares provide an appealing opportunity to “get away” each year, they can also come with myriad hassles, both during lifetime and at death. Many individuals purchase timeshares because they offer predictable, guaranteed time in a vacation destination....
Nov 5, 2015
The Texas Legislature meets every “odd-numbered” year. In the 2015 session, some of the major legislative initiatives put forth by the Probate and Trust Section of the State Bar got caught up in the legislative process and, unexpectedly, did not pass to become law....
