A Texas Transfer on Death Deed is a legal document that allows you to name beneficiaries to inherit your real estate after you pass away, avoiding the need…
IIn Texas, minor orphans who have reached the “age of discretion”—typically 12 years old or older—have the legal ability to appoint their own guardian. This law provides…
Under federal tax law, the person making a gift (the donor) is responsible for any federal gift tax due—not the recipient (donee). The gift’s recipient (the donee) does…
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.
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…
Cybercriminals are using AI to mimic the voices of our family members. Learn how to protect yourself from voice-cloning scams.
Barack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. The Act authorized the creation of ABLE Accounts, tax-advantaged savings accounts designed…
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…