Texas Trust Law

Charitable giving is an important part of many estate and financial plans. Whether supporting local organizations, religious institutions, or national nonprofits, individuals often want their contributions to make a lasting impact. However, coordinating charitable goals with tax planning and long-term financial strategy can be complex. One way to improve charitable giving is ...

The Estate of The Union Podcast – Immigration Law: Friend or Foe? is out now. Immigration is not going away. How we manage it can be frustrating and sometimes seems futile. It’s not.

In Immigration Law – Friend or Foe? Brad and Jeff Peek, an Austin Board-Certified Immigration attorney, have a lively conversation on how immigration law works in the trenches. Jeff offers...

After someone passes away, their financial responsibilities do not end immediately. One of the most important tasks is filing final income tax returns and addressing any outstanding tax matters. Delays in handling these postmortem tax obligations can slow down the entire estate administration process, potentially delaying distributions to beneficiaries and creating unnecessar...

When it comes to building a strong estate plan, understanding how a trust works is essential. Many families in Texas are unsure whether a revocable trust or an

When creating a trust, one of the most important decisions is selecting the right trustee. The trustee is responsible for managing assets, making distributions and carrying out the terms of the trust. Because of the close personal relationship, many individuals automatically name their spouse for this role. Your spouse may not be the right choice for trustee.

While thi...