January 2, 2016

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

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

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 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

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

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

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

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 […]