Why Texans Should Choose A Professional Estate Planner

The world we live in is increasingly automated and yet, as many adults born before the digital revolution will agree, this isn’t always good. Those that remember a time before automated answering services would give a kidney to never again have to “listen carefully because our menu options may have changed.” Likewise, there’s not a […]

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Probate Horror Stories: Texas Edition

Estate planning is not just for the rich and famous but for any adult who wishes to protect their health and finances. Nonetheless, looking at the fiascos which often result from poorly-planned celebrity estates is instructive. Not only do such accounts underscore just how bad things can get when estate planning is overlooked, but they […]

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The Estate Planning Documents All Texas College Students Need

With all of the details that require attention when sending a child off to college, it can be easy to forget that executing certain estate planning documents is also an essential part of the preparations. Nonetheless, failing to attend to this need can have dire consequences and so it is important that the task not fall off your […]

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Texas Estate Planning for Special Needs Children

All families need a comprehensive estate plan. However, families with a special needs child have additional factors to consider. A well-meaning parent can unintentionally disqualify a child from needed government benefits if the correct estate plan is not in place. Government programs that provide support for individuals with special needs include Supplemental Security Income (SSI), […]

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Marriage in Texas and Premarital and Prenuptial Agreements

Most people hire lawyers when they get divorced, but who consults an attorney before they get married? Money is one of the leading causes of conflict in marriages, but couples would be able to avoid some of this conflict if, before they got married, they had a better understanding of how Texas law regards property […]

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What Texans Need to Tell Their Children About Estate Planning

Texans need to start talking to their children about estate planning. Baby boomers (those born between 1946 and 1964) account for 36% of the Texas workforce and with many members of this generation on the verge of retirement, an enormous amount of capital is soon to change hands. Indeed, with the oldest boomers turning 75 […]

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Trusts 101: Testamentary vs. Revocable vs. Irrevocable and When to Use Each

If you’re thinking about estate planning and have begun doing preliminary research, you have probably seen all different kinds of trusts mentioned in the literature. Trusts pop up over and over in articles about estate planning both because they are complex and require often explaining and, more importantly, because they are versatile tools that facilitate […]

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