January 2, 2016
houston estate planning nest egg

How to Avoid Tax Penalty if You Missed the IRA Distribution Deadline

If you are over 70 ½ years old and own and IRA, or if you have inherited an IRA, you are most likely aware that you […]
February 23, 2015
Houston estate planning with IRA

How your Houston estate may be affected by changes to inherited IRAs

A recent proposal by President Obama would have an effect on how Individual Retirement Account (IRA) and other retirement plan distributions are taken after the account […]
February 18, 2015
estate planning taxes

Tax issues involved in administering a Houston estate

Dealing with the death of a loved one is difficult.  During this trying time, it can be especially difficult to focus on things like administering the […]
February 17, 2015
houston estate planning nest egg

Houston estate planning with a Roth IRA

You may already know the benefits of a Roth IRA in planning for your retirement.  However, it is also an equally effective estate planning tool.  As […]
February 17, 2015
Planning for Estates in Houston - Money

Rules that apply to non-cash charitable deductions

If you itemize your deductions on your tax return this year, you may want to take advantage of any charitable contributions you made in 2014.  While […]
January 29, 2015
ira corkboard

Which IRA is the right fit for your Houston estate plan?

These days, Americans have a number of choices when it comes to saving for retirement.  A few are fortunate enough to work for a company that […]
January 28, 2015
college savings

529 plans appear to be safe for now

In my recent article entitled “How your Houston estate plan may be impacted by proposed changes to 529 plans“, I discussed how the Obama administration appeared […]
January 24, 2015
Houston estate planning attorney - family business ownership

How you can pass on your Houston business without losing control

As a Houston estate planning attorney, I often represent small business owners who want to give shares of their company’s stock or other ownership interests in […]
January 23, 2015

How your Houston estate plan may be impacted by proposed changes to 529 plans

In President Obama’s most recent State of the Union Address, he proposed a number of changes in the tax code.  One of the changes that has […]