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Mar 27, 2026
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12 min read
Many people think their will or trust controls who gets what after death. Not always. For retirement accounts, life insurance, and many annuities, the beneficiary form usually controls. That means a tiny phrase on a form can decide whether a deceased child’s share passes to that child’s kids—or vanishes into the shares of surviving siblings.
Mar 20, 2026
5 min read
Yesterday, March 19, the US District Court for the Eastern District of Texas, Tyler Division, vacated FinCEN's Residential Real Estate Reporting Rule that required reporting of all beneficial owners of trusts and entities that were transferees of residential real estate in non-financed (no-bank-involved) transactions.
For various reasons, business owners ask us about moving their LLC from or to another state. It requires a conversation, but we can usually determine one of the four different ways to accomplish the feat, or whether it's a smart move in the first place.
Mar 13, 2026
13 min read
Spending a lot of time, money, and energy on creating the perfect asset protection, business succession, and estate planning strategies is worthless if it all ends in a brawl of family members after you're gone. To head off conflict, many families are holding meetings to explain the why and how of their plans before they're gone.
Mar 6, 2026
10 min read
Social media influencers, creators, and other public figures often don't realize that -- if they own real estate in their name or an LLC where their information is attached to the entity -- then their name and address are freely available on the Internet for stalkers, disgruntled business partners, and lawsuit hunters to track them down. Read on to find out how to keep that information out of the public eye while you stay in it.
