There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax burden on you and you...

The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate planning workaround...

Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to do anything because t...

There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the expiration date). The sooner ...

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an Irrevocable Life Ins...

More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should You Make a Free Wil...

The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many owners think it’s okay ...