Have You Told Your Spouse EVERYTHING? Justin Crain, Partner
If you have children that your spou...
24 March, 2021
Revocable Living Trusts
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3 Ways To Make Sure They Do The Right Thing: Jacob K. Wooley, Partner
Who will make sure my Executor or S...
14 December, 2020 -
ABLE Accounts vs. Special Needs Trusts: Jacob K. Wooley, Partner
Planning to leave a legacy for a lo...
10 December, 2020 -
Work Together: CPAs, Financial Planners, and Estate Planning Attorneys: Jacob Wooley, Partner
As an Estate Planning Attorney, I o...
14 September, 2020 -
Estate Planning for Single Parents: Jacob Wooley, Partner
No two Estate Plans are the same. E...
08 September, 2020 -
Reed v. Reed: Women’s Equality in Estate Administration: Shelly Joyner, Associate Attorney
Since 1971, August 26th is recogniz...
26 August, 2020 -
Wills vs. Trusts: How to Keep Important Matters Private: Shelly Joyner, Associate Attorney
“Back in the day”, one of the worst...
05 August, 2020 -
Trusts and Taxes, Trusts and Taxes Go Together Like….WAIT! NO THEY DON’T: Justin Crain, Partner
A number of our clients have a trus...
27 July, 2020 -
What Does The SECURE Act Really Mean To Me? Justin Crain, Partner
After our initial post about the SE...
10 February, 2020 -
The End of the Stretch IRA And More: Justin Crain, Partner
The End of the Stretch IRA The Stre...
06 January, 2020 -
Will a Revocable Trust Change My Tax Status? – Justin Crain, Partner
When a person creates a trust, it i...
18 November, 2019 -
How Do I Update My Trust When I Move To A New State? Shelly Joyner, Associate Attorney
Trusts—as opposed to wills—are more...
25 September, 2019 -
I’m A Trustee! Now What? Shelly Joyner, Associate Attorney
First and foremost, congratulations...
09 September, 2019 -
Revocable Living Trusts (RLT) and My Taxes Part 2: Jacob K. Wooley, Partner
Texas takes its constitution very s...
02 November, 2018 -
Revocable Living Trusts and My Taxes Part 1: Jacob K. Wooley, Partner
As an attorney who focuses solely o...
29 October, 2018