If you’re reading this, you’re one of the millions of Americans who need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, Bezos-rich or just starting adulthood, the fact is, you need a written plan to keep you in […]
A popular estate planning tool that has long been used effectively may be facing new challenges under the ever shifting currents of tax law and politics. The family limited partnership (FLP) is an estate planning tool that allows families not only to transfer significant amounts of their wealth to succeeding generations while reducing estate, gift, […]
Fellow Americans, every year we gather to cheer on teams as they battle on the gridiron. But now that the haze of Superbowl fever has lifted, let’s turn out attention to an interesting intersection of America’s favorite sport and estate law. In June 2019, Paw Bowlen, the owner of the Denver Bronco’s died. With no […]
The reasons you, as a trustmaker (in Texas referred to as a grantor), create a trust are certainly special and important to you, but your intent or purpose for creating a trust can also have significant legal ramifications. For this reason, it is often critical that a grantor express in writing a statement of intent, […]
