This is the tenth and final blog in our Estate Planning Considerations series. In the previous blog, we explored important…
Read articleThis is the ninth blog in our Estate Planning Considerations series. In the previous blog, we discussed common non-probate assets…
Read articleThis is the eighth blog in our Estate Planning Considerations series. In the previous blog, we explored various options for…
Read articleEstate planning is not just about distributing assets after death; it also encompasses protecting those assets during your lifetime. Asset…
Read articleEstate planning is an important step for individuals and families to take when it comes to protecting their assets and…
Read articleThis is the seventh blog in our Estate Planning Considerations series. In the previous blog, we addressed the decision of…
Read articleEstate planning is an important part of making sure that your wishes are honored, and your legacy is preserved. Including…
Read articleEstate planning can be a confusing and often overwhelming process, especially if you are unfamiliar with the types of planning…
Read articleWhen it comes to estate planning, there are many misconceptions and myths that can lead to misunderstandings. In my previous…
Read articleThis is the sixth blog in our Estate Planning Considerations series. In the previous blog, we discussed essential questions to…
Read articleEstate planning is a complex process that can be intimidating to many. The complexity of the process, combined with the…
Read articleThis is the fifth blog in our Estate Planning Considerations series. In the previous blog, we addressed whether you should…
Read articleWhen it comes to running a business, financial fraud can be one of the biggest (and unknown) threats. Unfortunately, most…
Read articleForensic accounting is a specialized form of financial investigation that uses accounting principles to detect and prevent fraud. It combines…
Read articleFor small business owners, the risk of financial fraud is always a concern. To protect your company and its finances,…
Read articleIf you die without a will in Texas, state law determines who inherits property that passes through your probate estate.…
Read articleServing as executor can become considerably more complicated when the estate’s financial records do not match what the executor expected…
Read articleA business contract does more than document a deal. It defines responsibilities, allocates risk, establishes payment expectations, and provides a…
Read articleReceiving an IRS notice showing penalties on top of an existing tax balance can make an already difficult situation more…
Read articleEffective tax planning for business owners is not a once-a-year exercise completed when a return is due. For high-income entrepreneurs…
Read articleFor a Texas limited liability company, an operating agreement is the document that puts the owners’ understanding of the business…
Read articleDivorce changes more than marital status. It can change who owns property, who has authority to act on your behalf,…
Read articleA disagreement between businesses does not automatically belong in a courtroom. Contract questions, payment conflicts, ownership disagreements, and other commercial…
Read articleAs a Texas resident, you may have established a limited liability company (LLC) for your business. But what happens to…
Read articleStarting a business can be an exciting and sometimes overwhelming venture. When it comes time to choose the right business…
Read articleStarting a limited liability company (“LLC”) in Texas is an attractive option for small business owners considering the advantages of…
Read articleSmall business owners face numerous legal and financial challenges. One of the key tools that can help protect your business…
Read articleAs a small business owner, you have several options for structuring your business. One of the most popular options is…
Read articleWhen couples file joint tax returns, they generally assume equal responsibility for the accuracy and completeness of the information provided.…
Read articleSmall business owners’ primary focus should be on operating their business and helping it grow and succeed. Federal taxes are…
Read articleThe Offer in Compromise (OIC) is one of the few programs available to taxpayers that can allow them to settle…
Read articleCryptocurrency has become an increasingly popular asset in the last several years, especially as the value of Bitcoin and other…
Read articleThe Foreign Bank Account Report (FBAR), FinCEN Form 114a, is an important document for taxpayers who own or have signature…
Read articleThe U.S. federal tax system is complex and ever-changing. With the right guidance, you can take advantage of the many…
Read articleIt’s never too early to start preparing for taxes. Knowing the important deadlines in advance is key to having a…
Read articleFiling taxes can be a stressful process for many individuals, especially when the tax deadline is just under 10 weeks…
Read articleFiling a federal income tax return can be a daunting task. But, if you’re not careful, your audit risk could…
Read articleThe Internal Revenue Service (“IRS”) is the government agency responsible for collecting federal taxes. When taxpayers are unable to pay,…
Read articleThe U.S. federal tax system involves a plethora of sensitive taxpayer information—for individuals and businesses alike. Taxpayers should have some…
Read articleMontgomery Legal's Zachary Montgomery shares how faith, family, and community shape his career while outlining the qualities he believes define…
Read articleZachary Montgomery, the founder of Montgomery Legal, shares his inspiring journey and the unique approach of his law firm in…
Read articleWe’re excited to announce that Montgomery Legal’s very own Zachary Montgomery has been named to Leadership Prosper’s Class of 2025.…
Read articleZachary Montgomery, the founder of Montgomery Legal, shares his personal and professional story on a recent interview with Up to…
Read articleMontgomery Legal has been named to the winning list of Nextdoor’s 2023 Neighborhood Faves.
Read articleZachary Montgomery, owner of Montgomery Legal, shares his views on risk and what sets Montgomery Legal apart in a recent…
Read articleOccasional, practical updates on taxes, business, and estate matters. No noise.
Montgomery Legal is based in the Dallas and Fort Worth area and represents businesses and families throughout Texas. With secure virtual consultations and remote document handling, we work with clients all over the state.
We regularly serve these North Texas counties and the cities inside them, and we welcome clients statewide.
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Houston, Austin, San Antonio, and clients statewide
