Estate Planning

This article explains how to structure see-through trusts for retirement accounts and compares conduit and accumulation trusts based on tax efficiency, control, and asset protection.

This article explains natural burial, burial pods, and human composting, and discusses how to document green burial wishes in an estate plan.

The article reviews the IRS’s July 18, 2024, final SECURE Act regulations, including changes affecting Roth IRAs, required minimum distributions, beneficiaries, spouses, trusts, and estate planning.

This article explains how life insurance can supplement assets to support children and guardians, calculate coverage needs, compare quotes, research insurer ratings, and review coverage after major life events.

This FAQ explains Texas ABLE Account eligibility, contributions, qualified disability expenses, ownership, tax treatment, benefit limits, and distribution after the beneficiary’s death.

This article explains how, under the Social Security Administration policy described, ABLE account distributions for food and shelter were treated for SSI purposes and discusses the 2023 contribution limit.

In Texas, a husband may leave a home he owned before marriage to his children, but his surviving spouse may have homestead occupancy and reimbursement rights.

The article explains why people should promptly create, sign, and complete their estate planning documents to protect loved ones during incapacity or after death.