ESTATE PLANNING BLOG

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 […]
January 14, 2015
Planning for Estates in Houston - Money

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 […]
January 10, 2015
Houston Financial Planning Attorney

What happens to your 401(k) when you leave your job?

Ever wonder what happened to your old 401(k) after you left a job?  A recent Forbes article explores this idea.  If there wasn’t much in the […]
January 8, 2015
Houston family

Reducing the stress in planning your Houston estate

A recent article in Forbes concerning estate planning discussed the elements of an estate plan that can  help leave you with the least possible amount of […]
January 6, 2015

Who will get the personal property in your Houston estate?

When most Houston residents think about estate planning, they think about things like cars, homes, and bank accounts.  While these are important assets to consider as […]
January 5, 2015
Wedding Rings and Money

How your Houston estate is affected by Texas community property laws

As a Houston estate planning attorney, I often get questions concerning Texas community property laws and how they affect estate planning in Texas.  There are currently […]