Federal Estate Tax Clarity Under New Reform

Federal Estate Tax Clarity Under New Reform By Margaret Menicucci, Attorney & Counselor You need a crystal ball to know how future tax reform will change current estate tax exemptions and rates. But, you don’t need a crystal ball to … Continue reading

National Estate Planning Awareness Week

National Estate Planning Awareness Week: October 16-22, 2017 National Estate Planning Awareness Week was adopted by Congress in 2008 to help the public understand what estate planning is, why it is such a vital component of financial wellness, and how … Continue reading

Will vs. Trust: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts … Continue reading

Business Succession Planning: Are You Prepared?

While sitting at your desk, you look around the office. You enjoy the sight of what you have created. That moment when you realize you have built this business from the ground up and succeeded. Life is good. But as … Continue reading

Funding Trusts: Is There Fuel in the Car?

A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will fall far short of expectations if the trusts we’ve so carefully drafted are never properly funded. … Continue reading

Making Lifetime Gifts Free From Gift Tax

Your Will is not the only mechanism for transferring your assets to family members. Often, it makes sense to give family members financial gifts or gifts of property while you are still living. Those gifts may help an adult child … Continue reading

Testamentary Trust

Preparing your estate plan, in particular a will or revocable living trust, allows you to give what you own, to whom you want, in the way you want them to receive it. Planning for the possibility of dying when your … Continue reading

Estate Planning in the Hill Country: What Every Landowner Needs to Know

Thomas Hall will be presenting at the Cibolo Nature Center in Boerne on September 21, 2016. His presentation titled “Estate Planning in the Hill Country: What Every Landowner Needs to Know” will cover estate planning specific to rural landowners, including … Continue reading

The Importance Of A Carefully Developed Estate Plan

The most frequent comments I hear are, “We thought about getting our wills done, but we got too busy,” or “We put off getting wills because it was so hard to decide who would be our Executor or guardian for … Continue reading

Estate Planning with Blended Families

It is estimated that about 65% of remarriages in America involve children, making them what we have come to call “blended families.” These families face unique challenges in planning how to protect loved ones and pass on assets to the … Continue reading