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

Rural Relationships – Domestic and Livestock Use of Surface Water

With the amount of rainfall we have had in recent months, many landowners are concerned about Domestic and Livestock use of surface water(“D&L Use”). Though a common practice on rural land, not all landowners understand their rights and obligations in relationship … 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

New Deed Good For Texas Families

Families often believe that when two people, such as spouses, own real property together and one owner dies, the property automatically vests in the surviving owner.   In reality, joint owners of real property in Texas must go through a probate … Continue reading

Young Adults & Families Need Estate Plans

  In a meeting of rural landowners talking about estate planning, one young man offered a piece of wisdom. He said that one of the best gifts his parents gave him when they died was a well-designed estate plan.  His … Continue reading

The Importance of Updating Your Estate Plan

  The year 2000 was not that long ago – – right?  It least it feels that way to me.  But, for most of us, many changes have occurred – both expected and unexpected.  Imagine a family with two elementary … Continue reading

Braun & Gresham Announces 2015 Spring Webinar Series

Braun & Gresham is proud to announce our 2015 spring webinar series, kicking off on April 2, 2015 with The Importance of Updating Your Estate Plan with attorney Margaret Menicucci. This series will feature webinars from Understanding Your Property Taxes and Notice … Continue reading

Estate Planning in the Digital World

Financially, so few documents come through the regular mail box anymore.  Banks and investment institutions encourage us to receive statements electronically, manage our accounts online, and even “deposit” checks with a few clicks of our smart phones.  Our online banking … Continue reading