Alisha Andrews-Hyde Alisha Andrews-Hyde

How Gift Taxes Can Impact a High-Asset Estate Plan

Lifetime gifting can help high-asset families transfer wealth to loved ones, but federal gift and estate tax rules matter. Learn how the 2026 annual gift-tax exclusion, lifetime exemption, and trusts can factor into a comprehensive estate plan.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

Just Won the Lottery? Why You Need an Estate Plan in Texas

Winning the lottery can transform your financial future—and your estate planning needs. Learn how trusts, beneficiary designations, tax considerations, and other estate planning tools can help Texas lottery winners protect and manage sudden wealth.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

Where Should You Store Your Estate Planning Documents?

Creating your estate plan is only the first step. Knowing where to safely store your will and other estate planning documents can help ensure your loved ones can easily access them and carry out your wishes when the time comes.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

The 3 Most Common Reasons Estate Plans Are Contested

Estate plans are designed to protect your wishes, but they can sometimes be challenged in probate court. Learn the three most common reasons wills and trusts are contested—and how thoughtful estate planning can help reduce disputes and protect your legacy.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

When Should You Update Your Will?

A will isn't a "set it and forget it" document. Learn the key life events that should prompt you to review and update your will to ensure your estate plan continues to protect your family, assets, and future wishes.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

The Importance of Estate Planning for Business Owners

Your business is one of your most valuable assets. Learn why estate planning is essential for business owners, how succession planning protects your company, and the steps you can take to preserve your legacy for future generations.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

What Is a Successor Trustee?

Choosing the right successor trustee is one of the most important decisions you'll make when creating a trust. Learn what a successor trustee does, when they step in, and how to select someone who can faithfully carry out your wishes.

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Alisha Andrews-Hyde Alisha Andrews-Hyde

What Happens If You Ignore an IRS Letter?

Receiving an IRS letter can be stressful, but ignoring it may lead to additional penalties, interest, or enforcement actions. Learn what an IRS notice could mean and the steps you should consider before the situation becomes more serious.

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