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Tyler and Mineola, Texas Estate Planning Attorney

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Girl at computer with the word TAX next to her depicting estate planning in Texas.

Wealthy or Not - Estate Planning in Texas: Strategies to Minimize Beneficiary Tax Implications

Posted on: March 12, 2024 | By: Bradley Campbell
The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.
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Paperwork and court gavel representing the probate process in Texas

Do You Know How to Probate an Estate in Texas?

Posted on: March 6, 2024 | By: Bradley Campbell
Ideally, your loved one has an estate plan that avoids probate. But if you are an executor settling an estate, there are steps to follow. The probate process can be daunting after a loved one passes away. We'll outline Texas probate and why working with an estate attorney is a good idea to save stress, time, and costs.
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Computer, hand writing with pen, financial sheets for asset protection trust blog.

Asset Protection Trust: Secure Your Wealth and Future

Posted on: February 22, 2024 | By: Bradley Campbell
Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.
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A business man reading online about new business reporting requirements for the Corporate Transparency Act

Corporate Transparency Act: New Business Reporting Requirements in 2024

Posted on: February 1, 2024 | By: Bradley Campbell
Many Texas businesses will have new reporting requirements as of January 1, 2024 related to the federal Corporate Transparency Act (CTA). Learn about what the reporting entails and how to ensure your business remains compliant with the law.
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A couple learning why it's important to make and check Beneficiary Designations in Texas

Designating Your Beneficiary

Posted on: January 24, 2024 | By: Bradley Campbell
Designating a beneficiary ensures that your assets are distributed according to your wishes. It provides clarity and can prevent legal disputes among family members or other potential heirs.
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Texas Blended Families

Estate Planning Tips for Texas Blended Families to Protect New Goals and Loved Ones

Posted on: January 10, 2024 | By: Bradley Campbell
Learn about how the interplay of different relationships and financial histories in Texas blended families requires a unique approach to estate planning.
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Family Business Succession Planning in Texas

Seamless Family Business Succession in Texas: Innovative Strategies for Passing the Torch

Posted on: January 4, 2024 | By: Bradley Campbell
Succession planning is essential for family businesses to ensure business continuity and to prepare the next generation for leadership roles. It involves identifying potential successors and equipping them with the necessary skills and knowledge.
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A large family learning about protecting generational wealth

Strategies to Build and Protect Generational Wealth

Posted on: December 27, 2023 | By: Bradley Campbell
Discover effective strategies for building and protecting generational wealth. Secure your family's financial future for future generations.
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A couple who are reviewing and updating their will

Reasons to Review Your Will: Ensuring That Your Estate Plan Reflects Your Current Wishes

Posted on: December 12, 2023 | By: Bradley Campbell
Regularly reviewing your will and estate planning documents is crucial to ensure they reflect your wishes. Find out 7 reasons why an update may be necessary.
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Young couple getting engaged who need to learn how a Prenuptial Agreement Works in Texas

How Are Prenuptial Agreements Used in Texas?

Posted on: December 7, 2023 | By: Bradley Campbell
Explore the essentials of prenuptial agreements in Texas with our comprehensive guide. Understand how prenups work in a community property state, their impact on assets, debts, and more. Prenups are ideal for couples planning to marry or seeking financial clarity and protection.
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