Category Archives: Tax

Do You Know Your Probate Terminology?

The Dallas Morning News had a great column this week written by Virginia Hammerle on terms heard when talking about probate.  I am reprinting below that entire article. Cracking the code The special language of probate LEGAL TALK TEXAS At … Continue reading

Posted in Debts, Estate Tax, Income Tax, Inheritance, Probate, Tax, Wills | Tagged , , , , , , | Comments Off

Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills | Tagged , , , , , , | Comments Off

Marks of the Ideal Trustee

How many people even give the duties of a trustee any thought when they are choosing who they will designate to serve in that capacity?  A trustee’s role is a complex mix of duties, responsibilities and potential liabilities, and in spite of … Continue reading

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