Discussing Estate Planning With Your Parents
Estate planning is an essential topic for families in Texas, yet it’s often overlooked because it involves sensitive subjects like finances, inheritance, and end-of-life decisions. However, having a thoughtful conversation about estate planning can save your family from unnecessary stress...
Generation-Skipping Tax Trust Benefits
Planning for the future is essential for families across Texas, especially for those who want to protect their hard-earned assets and pass them down to future generations. A Generation-Skipping Tax (GST) Trust is a powerful tool that can help Texas...
Generation-Skipping Tax And The Exemption
When Texas families think about transferring wealth, they often plan to leave their assets to their children. However, some families in Texas consider skipping a generation, leaving wealth directly to their grandchildren or even great-grandchildren. While this strategy can help...
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...
