January 22, 2015

How your Houston estate may be impacted by President Obama’s tax proposals

In his most recent State of the Union Address, President Obama proposed several tax changes that could impact millions of Americans.  One of these proposals was […]
January 14, 2015

How healthcare coverage may impact taxes for Houstonians

When tax time rolls around, most people are concerned with the amount of their taxable income and the deductions they can take to get the largest […]
December 23, 2014

Charitable giving as part of your Houston estate plan

With the holidays in full swing and the end of the year quickly approaching, now is a great time to consider many those last minute charitable […]
December 12, 2014

Is a Roth IRA conversion a good fit for your Houston Estate Plan?

A common question people have regarding their retirement plans is whether they should convert their traditional IRA to a Roth IRA.  The answer depends on a […]
December 5, 2014

Why Houston Couples May Need to Update Their Estate Plans

A recent article in The Woodlands Villager pointed out the importance of updating your wills if you are married.  Estate tax changes in the last several […]
November 17, 2014

Is an IRA Still a Good Idea for Your Houston Estate Plan?

The Wall Street Journal published an article online in October, which the writer described how Congress is scrutinizing large IRAs.  The concern that Congress has is […]
November 13, 2014

Year-End Estate and Financial Planning Tips for Houston Families

With the holidays and the end of the year approaching, now is a good time to pause and consider some common year-end estate and financial planning issues.  As […]
November 11, 2014

Paying for Your Grandchildren’s Education as Part of Your Houston Estate Plan

As a Houston estate planning attorney, a question I often get from my older clients is how they can best use their resources to help pay […]
October 29, 2014

Probate vs. Non-Probate Property in Your Houston Estate Plan

A good Texas Last Will and Testament will accomplish many things in your Houston estate plan.  It will dispose of all of your probate property by […]