Estate Tax Efficiency for Non-Citizen Spouses

Posted by & filed under Estate Planning, Estate Tax, General, Retirement Planning, Revocable Living Trusts, Trusts.

There are many high net worth individuals in the greater Dallas area, and when you have been financially successful throughout your life, you have to be aware of potential estate tax exposure. The federal estate tax carries a whopping 40 percent maximum rate, so your wealth can be significantly eroded if you take no steps… Read more »

Estate Tax Exclusion Will Go Up in 2016

Posted by & filed under Estate Planning.

The federal estate tax exemption or exclusion is the amount that can be transferred after you pass away before the estate tax would be applied. You do not have to use any of this exclusion to leave tax-free bequests to your spouse, because there is an unlimited marital deduction. However, to use the unlimited marital… Read more »

Free Report: What Is An Irrevocable Trust in Texas

Posted by & filed under Trusts.

When you hear the word “trust” in an estate planning context, you may assume that there is just one type of trust. In fact, there are multiple different types of trusts that can accomplish various different respective underlying objectives. Topics covered in this whitepaper include: Revocable vs. Irrevocable Asset Protection Estate Tax Efficiency Special Needs… Read more »

How Can You Minimize Your Estate Tax Exposure?

Posted by & filed under Estate Planning.

Accumulating wealth is a fantastic thing, but you have to be vigilant about preserving the wealth that you have been able to earn so that your loved ones can benefit from your good decision-making. There is a federal estate tax that can significantly erode the resources that you intend to pass along to your family… Read more »

Aging Parents and Nursing Home Costs

Posted by & filed under Elder Law.

Nursing home costs can be a source of concern if you are an adult with parents who are getting on in years. In fact, the majority of elders will someday need help with their activities of daily living, and it is very expensive. The median annual cost for a year in a nursing home nationally… Read more »

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