Everything listed under: Estate Planning

  • The Simple and Impactful Tax Savings Behind Gifting Appreciated Securities

    There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand! The recent hurricanes and other natural disasters have prompted us to remind our clients and our community of one of the most tax efficient ways to give to charitable causes.   Read More...

  • A Quick Look at the Presidential Candidates’ Tax Proposals

    As summer winds down and we head in to the final stretch of the 2016 presidential election, including the first one-on-one debate on September 26th, we thought we might provide some “facts-only” information regarding the candidates’ tax proposals. Though tax policies haven't received top billing in this year's presidential election dialogue, they are still part of the conversation. We all understand that promises and reality may not be conforming, however, what follows is at least what has been ...  Read More...

  • Case Study: All in the Family - Inter-generational Planning for Oil and Gas Legacy

    Setting: We were approached by a family seeking help to build an inter-generational plan given the substantial monthly oil royalty proceeds from their property in Texas. We partnered with their estate planning attorney and helped them engage an experienced tax firm as we analyzed their new-found wealth. How Did We Help?   Read More...

  • Is Your Digital Footprint in Good Order?

    As many of us travel for spring break and upcoming summer trips, we are heavily focused on the logistics to and from our destination, lodging arrangements, activities during the trip and so much more. Before we leave, oftentimes we are wrapping up last minute work deadlines, ensuring pets are cared for and packing the necessary items so the trip goes smoothly. However, during the joys and excitement of planning a get-away, few of us rarely pause to consider the state of our personal affairs shou...  Read More...