Bypass Trusts What is a Bypass Trust and when would I want one? Bypass Trusts are usually created for married couples, and they’re sometimes called “A-B Trusts” or “Credit Shelter Trusts”. Here’s how they work: The spouses create a...
Texas estate planning attorneys always think about how the Federal ESTATE TAX (“death tax”) affects clients’ estate plans, especially those Texas trusts. If you have an older trust document and haven’t met with your estate...
BIDEN PRESIDENCY’S IMPACT ON ESTATE TAXES Send Us A Message Other Articles Schedule Meeting A recent article in Forbes should really catch your attention: “Biden’s Tax Increase On Death That No One Is Talking About.” Our brief article will go into a...
Texas estate planning attorneys have been buzzing about the SECURE ACT and how it affects clients’ estate plans, especially those Texas trusts. If you haven’t met with your estate planning attorney lately to review your trust agreement, the...
