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…
If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts…
It is necessary to probate a Will in Texas when the estate includes assets titled in the decedent’s name. A person who dies typically has two classes of…
One of the first estate planning decisions you will need to make is whether using a Will or Revocable Living Trust will best achieve estate planning goals. Understanding…
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…
Usually, a person a testator nominates as executor in a Will applies for probate, but not always. The Texas Estates Code provides that any interested person can…