What to Do with the Family Farm or Ranch in Your Estate Plan
Aug 12, 2013
Family farms and ranches were once plentiful across the United States, particularly here in Texas. While they may not be as common as they once were, there are still plenty of them around. If you own a...
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Trust Basics
Aug 05, 2013
Many people are under the misperception that only the wealthy can make use of a trust in their estate plan. While that may have been the case a century ago, trusts have evolved over the past 100 years ...
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Estate Planning & the Annual Gift Tax Exclusion
Jul 22, 2013
In the never ending quest to avoid estate and gift taxes, do not overlook a simple, yet effective, tool the annual gift tax exclusion. Even taxpayers with large estates can use the annual gift tax exc...
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Special Needs Planning & Autism
Jul 15, 2013
If you have someone special in your life who has been diagnosed with autism then you probably should review your estate plan to make sure that you have included special needs planning in your overall p...
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How to Approach Estate Planning
Jul 08, 2013
The proper approach to estate planning can make the difference between a successful estate plan and one that fails. Although it may not seem like an appropriate analogy, estate planning is much like mi...
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Why a Tax Expert is Important to Your Estate Plan
Jul 01, 2013
A comprehensive estate plan takes into account much more than who will get what asset when you die. An estate plan should also consider incapacity planning, retirement planning, long-term care planning...
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A Look at Special Needs Trusts
Jun 24, 2013
One of the most challenging aspects of estate planning is having to plan for loved ones with special needs. How your assets are distributed will have a large impact on the quality of life that your lov...
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Using a Life Estate in Your Estate Plan
Jun 17, 2013
A comprehensive estate plan typically calls for strategic planning and the use of numerous tools and methods to reach your goals. One tool that is frequently used, particularly when a blended family is...
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Supreme Court Case May Have Far Reaching Consequences for Same-Sex Estate Planning
Jun 03, 2013
As anyone in a same-sex relationship knows, the Defense of Marriage Act, or DOMA, made hundreds of federal benefits unavailable to same-sex couples despite being legally married under the laws of one o...
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Questions to Consider Before Your Initial Meeting With an Estate Planning Attorney
May 27, 2013
Creating an estate plan is something that every individual needs to do and the sooner the better. If you decided to create yours, and have made an appointment with an estate planning attorney, you may...
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