Leaving a meaningful legacy doesn’t require wealth. With thoughtful planning, writing personal letters, and preserving family traditions or heirlooms, you can provide your loved ones with lasting memories and peace of mind.
Most of us prefer “voluntary philanthropy” to the charities of our choosing, instead of “involuntary philanthropy” to the IRS in the form of taxes. When your estate planning includes a charitable trust and an ILIT, your charitable giving can be an opportunity to give and receive.
Intellectual property is a valuable asset often overlooked in estate planning. A testamentary trust can protect your creations—like copyrights, patents, and trademarks—ensuring proper management, financial security, and a smooth transfer to your beneficiaries. Discover how to safeguard your legacy for future generations.
Transferring vehicle ownership after a loved one’s passing can be complex, especially when probate is involved. This guide covers key steps, from navigating probate court to handling outstanding loans, helping Texas families manage the process smoothly.
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
Discover the power of charitable trust planning. Protect your assets, reduce tax burdens for heirs, provide for your favorite charity, and ensure your legacy with a comprehensive estate plan.