Growing and Protecting Your Legacy

If you are gearing up to send your son or daughter off to college this fall, you may want to consider adding an estate plan to the back to school to-do list.

If you recently formed a business entity in the State of Texas, you may have received a “Labor Law Compliance Poster Notice” or something similar in the mail. The letter is likely a solicitation and not official correspondence.

Founding Attorney Ryan Heath sat down with Chris Powers on The Fort Podcast to discuss everything from the basics of estate planning to the complexities of business succession idea.

Bank accounts can be set up in various ways. This article briefly describes a few of the potential designations a bank account may have and how they impact the distribution of the account upon the account owner’s death.

There can be a tremendous upside for folks involved in private equity deals who hope to transition wealth to the next generation. However, it’s not surprising that these transfers likely involve significant estate and gift tax implications. One way to bear the tax brunt is to implement the Vertical Slice, a more tax efficient approach used to transfer various business interests.

The Corporate Transparency Act passed by Congress in January 2021 will take effect on January 1, 2024 and will impose additional reporting requirements on businesses. Read on to learn how the Corporate Transparency Act may impact you and your business.

With the recent volatility in the banking sector, concerns are rising regarding the security of large deposits in certain banks. The Federal Deposit Insurance Corporation (“FDIC”) insures deposits against bank failures but only up to certain limits.

Estate Planning Recommendations Based on Net Worth