Estate Planning Insights

Many people assume that property owned jointly in Texas receives a full step-up in basis on the first joint owner to pass away, but that isn't always the case.

It's not too late to make tax-free gifts before year-end!

A blended family is unique. The Estate Plan for that family should be as well.

Lady Bird Deeds allows you to transfer your home or other real estate to a designated person or persons without going through probate. But is it right for your situation?

The legacy you leave behind is important, and planning for that legacy helps ensure that your estate planning accomplishes your goals