How Much Can I Give Away Tax-Free in 2026? A Year-End Gifting Guide for Houston Families
The 2026 gift tax rules in plain English: the $19,000 annual exclusion, the $15 million lifetime exemption, 529 superfunding, tuition gifts and Form 709.
Topic
Estate Planning
Estate tax, inheritances, trusts, and passing wealth on the way you intend.
Just Received an Inheritance? Be Aware of These 5 Tax Implications
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
The Estate Tax Sunset Is Off: What the Permanent $15 Million Exemption Means for Your Plan
The estate tax exemption didn't fall to about $7 million in 2026. It rose to $15 million per person and is now permanent. Here's what that means for Texas families and their estate plans.
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy. Read more.
Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
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