The Latest

Compare individual and joint trusts to understand asset protection, tax benefits, and which is best for your estate plan.

Learn estate planning strategies for financial advisors, including SLATs, BDITs, and valuation discounts to reduce taxes.

Understand Connelly v. United States and how it changes estate tax treatment of life insurance in buy-sell agreements.

Hargrove Firm merges with Book Law Firm to strengthen estate planning, tax, and business services in the Dallas market.