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Final Regulations Under SECURE Act: What You Need to Know

The IRS released the final regulations to the SECURE Act on July 18, 2024. Although regulations mostly mirror the 2022 proposed regulations, they include some clarifications and changes.

Estate Planning for the Unexpected

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple…

Beware the Rise of Voice Cloning Scams

Cybercriminals are using AI to mimic the voices of our family members. Learn how to protect yourself from voice-cloning scams.

Frequently Asked Questions About Texas ABLE Accounts

Barrack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. It requires each state to pass its own ABLE Act. Governor Greg…

How Much Money Can I Give Without Paying Gift Tax?

Under our nation’s federal tax regulations, it is the person making a gift (the donor) who is responsible for any federal gift tax that is due. The…

Will Distributions from ABLE Account for Food or Shelter Reduce SSI Benefits?

What is an ABLE Account? An ABLE (Achieving a Better Life Experience) account is a type of savings account for individuals with disabilities and their families. The account…

How to Talk with Someone who is Grieving

Attorney Rania Combs provides some helpful tips for navigating conversations with someone who is grieving after the loss of a loved one.

Similarities and Differences between Lady Bird Deeds and Transfer on Death Deeds

Both Lady Bird Deeds and Texas Transfer on Death Deeds are essentially beneficiary designations for your real estate.  Lady Bird Deeds are a product of common law, whereas Transfer…