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ARTICLE LIBRARY

Wealth Transfer and Estate Planning

Building an estate planning team

Is it time to review your beneficiary designations?

Practical benefits of living trusts

Should you be a bank?

Your family's business: Transition planning

Basics of estate planning

Building a dynamic estate plan

Choosing your trustee

Eight key questions about estate planning

Essential ingredients in estate planning

Family fairness: Ensuring a legacy of harmony

Of GRATs and GRUTs: Shifting assets within the family

Planning for gifts to grandchildren

Protect your family with an estate plan

Relocating? Revisit your planning

Revisiting your will

The language of wills

The Roth IRA advantage: A close look

Transferring the family home to your children

Understanding life insurance trusts

Why make gifts in trust?

Estate planning is not "one size fits all."

The language of trusts

When a child has special needs

Succession planning for business owners

Estate planning strategies for your IRA

Transferring your assets: A checklist

Tax wise gifts for loved ones

New estate plan for a new year

"Values-based" estate planning

Valuing your valuables: the IRS way

The "durable power" solution: Manage with care

Does an estate tax trap lie in wait?

Wealth replacement trusts: Satisfying philanthropic and family goals

Transferring your assets: It's more than a will

Will contests: A good offense is the best defense

The importance of life insurance in estate planning

Transferring assets to a second spouse (and to children of the first)

Fashioning a charitable gift: Creative ways of giving

Passing the baton and preserving the asset: Closely held business interests

Tax-saving transfers to children

Giving away your employee stock options

What are you worth? An estate estimator

Estate planning for highly appreciated stocks

It's never too late for estate planning

Estate and gift tax changes in the tax act of 2001

The hidden costs of estate settlement

Choosing your executor and trustee

The new estate planning: Four essential documents

Myths about trusts

The special advantages of living trusts

Trusts: A matter of caring

Trusts for children

Family limited partnerships: The pros and cons

Consider a private (family) foundation

Tax-saving charitable trusts

Thinking about your next will

Where should you keep your will?

In crisis: life-and-death decisions

Roundup: Developments in charitable giving

There is still a need to plan for the estate tax

Understanding the role of your execut

The Continuing Saga of Estate Tax Repeal

A new rule may hamper donations to museums

Tax-free rollovers to charity from your IRA

What's the estate tax news?

Tax-wise land management: Conservation easement

Roundup: Charitable giving

Sell your insurance policy? A look at life settlements

The key elements of an estate plan

Q & A: Who should be your trustee?

Planning for incapacity: The key word is trust

Dallas
Kevin L. Caldwell
Senior Vice President
214.932.6630
kevin.caldwell@texascapitalbank.com

David Folz
Executive Vice President
214.932.6625
david.folz@texascapitalbank.com

Customer Service Austin Dallas Fort Worth Houston Plano San Antonio
877.TEX.BANK 512.236.6770 214.932.6600 817.212.8333 713.439.5900 972.963.3000 210.785.3600
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