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 28, 2015
houston estate planning - social media

How digital assets impact your Houston estate plan

Every second almost 3,000,000 emails are sent and almost 12,000 Facebook status updates are posted, not to mention the throngs of online videos and photos that are […]
January 27, 2015
houston estate planning - social security

How social security affects your Houston estate plan

As part of an overall Houston estate plan, many people work with their financial advisor and estate planning attorney to determine how much they will need […]
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 […]
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 21, 2015
Houston estate planning worksheet

How a living trust can help keep your Houston estate private

As a Houston estate planning attorney, I often get questions from clients as to whether they should have a Will or a revocable living trust as […]
January 20, 2015

Houston estate planning for blended families

According to the Pew Research Center, 40% of American adults have one or more step-relatives.  While many step-families get along well, for those that don’t it […]