Tax Advantages Of A CRUT
In 2025, the Charitable Remainder Unitrust (CRUT) continues to be a powerful tool for Texas residents seeking to balance philanthropy with financial and tax planning goals. By combining charitable giving with income and estate tax savings, a CRUT offers benefits...
Donating Low-Cost Basis Securities
Donating to charity is a meaningful way to give back, but for Texans, it can also provide significant tax benefits. If you own stocks, mutual funds, or other securities that have grown in value over time, you may want to...
Intentionally Defective Grantor Trusts (IDGT)
Estate planning is crucial for managing wealth and ensuring that your assets are transferred to your loved ones in a smooth and tax-efficient way. For Texas residents, who often own a mix of valuable real estate, businesses, and other assets,...
Update Your Estate Plan After Moving
Moving to Texas can be an exciting chapter in life, filled with fresh opportunities and new experiences. However, it’s also a time when you need to review your estate plan. Texas has unique laws that govern wills, trusts, and other...
Avoid Holographic Wills In 2025
Planning your estate is essential to ensuring that your assets are distributed according to your wishes and your loved ones are cared for after you pass away. In Texas, the laws surrounding wills and estate planning are specific, and attempting...
