by amanda | Uncategorized
October brings fall, pumpkin-spiced everything, and macabre things. Ghosts, ghouls, and goblins may Monster Mash through your mind; however, when I think of something truly terrifying, it’s dying without an estate plan…it’s the trick in Trick or...
by amanda | Uncategorized
Just a few months ago I was surprised to learn about “National Make-a-Will Month” for the first time. Now, I’ve learned about another celebration called “Estate Planning Awareness Month.” Apparently, that happens in the month of...
by amanda | Uncategorized
Just a few months ago I was surprised to learn about “National Make-a-Will Month” for the first time. Now, I’ve learned about another celebration called “Estate Planning Awareness Month.” Apparently, that happens in the month of...
by amanda | Uncategorized
First Appellate Decision. In In re Troy S. Poe Trust, a co-trustee of a trust filed suit to modify the trust to increase the number of trustees and change the method for trustees to vote on issues as well as other modifications. No. 08-18-00074-CV, 2019 Tex. App....
by amanda | Uncategorized
Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning. Wealthy individuals and families should take note of recent announcements by the Internal...
