If you live in a community property state, such as Texas and California, how you and your spouse own assets can affect everything from taxes to inheritance rights.
Special needs planning should begin as early as possible—long before a child reaches adulthood—to ensure lifelong care, financial security and legal protection.
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.
Launching a business requires more than a good idea—it demands resilience, risk tolerance and strategic decision-making, especially in today’s evolving economy.
Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.
