March 2018 Archives

Charitable gifts and estate planning after tax reform

Many changes affected federal estate taxes with the passage of the Tax Cuts and Jobs Act at the end of 2017. Some people have wondered if fewer individuals in Texas and across the country may choose to include philanthropy as part of the estate planning process as a result. The fact that charitable gifts made in a will are exempt from inheritance and federal estate taxes has helped to spur significant giving from donors over the years. However, including philanthropic giving as part of one's estate can also provide powerful intangible rewards reflecting social priorities.

Three reasons to create a special needs trust for your child

Many people believe that a will is the best way to provide for their loved ones once they’re gone. While a will offers many important benefits in establishing an asset management plan after death, there are some circumstances under which a trust is a better option for your loved ones.

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