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 »

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 »

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