Blog
Keeping you informed.
Reviewing Beneficiary Designations
A crucial part of any estate plan is the regular review of the beneficiaries listed on assets, and recent law changes require careful consideration when naming beneficiaries on assets such…
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Key Provisions of the new SECURE 2.0 Act
A new bill was recently passed into law at the end of 2022. The Securing a Strong Retirement Act of 2022 – often referred to as “SECURE 2.0” has new…
Read MoreStep Up in Basis – Why is it important?
The IRS allows a major benefit on the death of individual called a “step-up” in basis, which can save beneficiaries of an asset significant amounts of income tax on capital…
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Kimberly N. Loveland named to Top Women Attorneys as seen in January 2023 Texas Monthly
Kimberly N. Loveland, one of the managing attorneys of Loveland & Hurley PLLC, was named to the Texas Top Women Attorneys list, in the practice area of Estate Planning & Probate, and…
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Our Attorneys Attended the 57th Annual Heckerling Institute on Estate Planning
Attorneys Cynthia Hurley, Kimberly Loveland, and Selby Rains attended the 57th Annual Heckerling Institute on Estate Planning. The event was sponsored by the University of Miami School of Law from…
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Planning for 2023: IRS Estate & Gift Tax Amounts
Every year the IRS adjusts the amounts exempt from federal estate and gift taxes. The numbers have been released for 2023. Gift and Estate Tax Exemption: This unified credit is…
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Necessary Tools for Avoiding Guardianship
Many people do not realize that when it comes to incapacity there is no default plan. In general, when someone is no longer able to manage their financial and medical…
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Super Lawyers and Rising Stars Announcement
Our very own Kimberly Loveland has recently been selected for two prestigious recognitions. She has been recognized as a Super Lawyer and a Rising Star for 2022. Each year, no…
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Kimberly Loveland is Named on D Magazine’s Best Lawyers Under 40
We are proud to announce our founder Kimberly Loveland has recently been named on D Magazine’s “Best Lawyers Under 40” List. This prestigious recognition is given to those who are…
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Gift Tax Explained
I encounter many people who don’t understand the rules of the gift tax and even more who have never even heard of a gift tax. Here are the basics of…
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Cohabitation Agreements: Estate Planning for Unmarried Partners
The number of Americans living together as unmarried partners is on the rise. As reported by the U.S. Census Bureau in 2019, more adults are delaying marriage or forgoing it…
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How a Change in Tax Laws Can Affect Your Estate Plan
There haven’t been any changes…yet. However, there are two proposals on the horizon receiving a lot of attention. Here’s a quick review: Lowering the Estate Tax Exemption Currently, you are…
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