Most seniors want to remain in their own homes as long as possible. Familiar surroundings, supportive neighbors, and independence all make aging in place attractive. The challenge is that long-term care often becomes necessary, and paying for it can overwhelm even comfortable retirement savings. Medicare does not pay for custodial care, so many families turn … Read more
Advance planning works best when you understand the rules before they take effect. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing a number of tax changes that will impact individuals, families, and business owners beginning in 2025 and 2026. Some provisions create new opportunities, while others eliminate familiar benefits. … Read more
In 2026, the United States marks a remarkable milestone: 250 years since the founding of our nation. For a quarter of a millennium, America has been shaped by people who planned not only for their own lives, but for generations to come. As a Texas wills and trusts firm, this anniversary offers a powerful reminder that thoughtful … Read more
The past few years have brought more people than ever to the world of Estate Planning. Whether prompted by global uncertainty, changes in tax law, or a desire for peace of mind, families and individuals are eager to put their affairs in order. At the same time, attorneys have worked tirelessly to meet that demand—often managing more clients and cases than ever before.
With this increased volume, efficiency has become essential. But in the rush to serve everyone well, it’s important not to sacrifice the careful customization that makes an Estate Plan truly effective. The following article explores how attorneys balance speed and precision—and why the best plans are never “one-size-fits-all.”
A living trust serves as the operational blueprint for your estate plan. It turns your goals into detailed instructions and identifies the people responsible for carrying them out. When you create the trust, you take on several roles at once. Initially, you are the grantor, the trustee, and the primary beneficiary. You also name the … Read more
Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are preparing to fail.
We are proud to share that McGee Law Firm has been recognized as a Best of BusinessRate 2025 – Estate Planning Attorney for Southlake, Texas, based on Google reviews. This recognition is especially meaningful because it reflects feedback directly from the clients we serve every day. Awards like this are not just about a title or a plaque. They represent … Read more
The start of a new year has a way of bringing things into focus. Calendars reset. Goals feel attainable. And many people take time to think about what truly matters—family, security, and peace of mind. For Texas families, the New Year is an ideal time to create or review an estate plan. Not because something is … Read more
Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them.
A Grinch Texas Holiday Tale Every holiday season, we all know that person. You know the one. They casually say things like, “I don’t have enough assets to need a will,” or “My kids will figure it out,” or the classic, “Everything will just go through probate.” Sometimes they add, “Estate planning is only for … Read more