
Texas Step-Up in Basis: Community Property Tax Benefit
How the federal step-up in basis under IRC 1014 works at death, why Texas community property gives both spouses a full step-up, and which assets qualify.
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How the federal step-up in basis under IRC 1014 works at death, why Texas community property gives both spouses a full step-up, and which assets qualify.

Texas Transfer on Death Deed (TODD): creating and recording one under Estates Code 114, requirements, revocation, and how it compares to alternatives.

Administering a Texas trust after the grantor dies: trustee duties under the Texas Trust Code, accounting, beneficiary rights, and how it differs from probate.

Texas will contests: grounds under Estates Code 256.201-256.204, who can contest, the 2-year deadline, and how in terrorem (no-contest) clauses work.

Guide to the California Advance Health Care Directive (AHCD) under Probate Code 4700. Covers agent powers, POLST forms, and signing rules.

Guide to California guardianship for minors and conservatorship for adults under Probate Code 1500+. Covers nominations and alternatives.

Guide to California powers of attorney under Probate Code 4000-4545. Covers durable, springing, and limited POAs with signing requirements.

How to protect your cryptocurrency, social media, and online accounts after death or incapacity using RUFADAA and digital estate planning.

When and how to start planning for aging parents. Covers Medicaid planning, long-term care, VA benefits, and organizing essential documents.

How QTIP trusts, prenuptial agreements, and beneficiary designations protect both your spouse and children from prior relationships.
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