Estate Planning

You may have what you feel are good reasons for not including one of your children in your will. Family dynamics are a complicated thing, and it is not unheard of for parents to become estranged from an adult child or for disagreements and ill-will to take place...

Conversations with your family or loved ones about estate planning can be challenging, since they involve difficult subjects. No one wants to think about their family members passing away and talking about financial topics can lead to conflict. However, having an open...

Estate documents help assure that your wishes are carried out after you die or if you are incapacitated. But wills, powers of attorney and health care directives are effective only if you select competent individuals to serve as your executor, power of attorney,...

According to a survey by Caring.com from 2021, only about one-third of us have actually begun to plan our estates. But, even for those that have drafted a will, there is still some confusion about incapacity planning and how it relates to our estate plans. Incapacity...

If you own a business and decide to pass it on via your will, it’s because you care what happens to that business once you’re gone. You’re probably very particular about who you’d choose to be the business’ beneficiary, to ensure it continues to succeed. You may even...

In Texas, having a comprehensive estate plan that addresses all potential scenarios is important to protect loved ones. People think about the basics like a will, but there are other areas of estate planning to think about. Of course, when property and personal...

Businesses can peak or ebb in a lifetime, but with careful planning, they can remain viable across generations. Although not all Texas business owners want to keep a closely held business in the family, most would agree that minimizing the tax burden is a positive...

An estate plan is not set in stone and should evolve with the estate planner’s life. For that reason, estate planners should understand when to take a second, or third, look at their estate plan because their lives and needs change over time and their estate plan...

In Texas, probate can be a difficult aspect of the law, especially in the aftermath of the death of a loved one. In some cases, people might want to use a simplified process if the situation calls for it. The Lone Star State has its own unique type of simplified...

Probate sounds like a scary legal term, but it is really just the legal process to finalize the affairs of a deceased person. It is a legal process that is governed by both state and federal rules, but it is a Texas court proceeding, which means it has all of the...