Charitable Donations Can Reduce Estate Taxes
When Texans think about estate planning, they often focus on ensuring their assets go to loved ones, avoiding probate, or making sure their wishes are honored. But another important aspect of estate planning is minimizing the taxes owed after you...
Beneficiary Controlled Trust Planning Tool
Estate planning is crucial for protecting your assets and ensuring they are used wisely by your loved ones. For Texas residents, the Beneficiary Controlled Trust (BCT) offers a modern solution tailored to address the unique challenges faced in our state....
The Risks Of DIY Online Estate Planning
Estate planning is a critical step for Texans looking to secure their families’ futures and protect their assets. Whether you own a ranch, a small business, or a home in one of Texas’ thriving cities, having a solid estate plan...
How Non-Grantor Trusts Are Taxed
For Texas residents, understanding how trusts are taxed is an essential part of effective estate planning. A non-grantor trust, in particular, can offer significant benefits, but it’s important to understand the unique income tax implications that come with this type...
Grantor Trust Taxation For Texas Residents
A grantor trust is a type of trust where the person who creates it, known as the “grantor,” retains certain powers or benefits. These powers make the trust’s income and assets legally tied to the grantor for tax purposes. For...
