Estate Planning

If there is one thing to learn from the crises and upheaval of the past few years, it is that nothing is certain. Nevertheless, the sad fact is that only a small percentage of people in Texas have an estate plan. Why is this so? For most people, creating an estate...

When an individual passes away, an executor is designated to oversee the administration of the estate and the distribution of assets. In some cases, the executor cannot or does not fulfill his or her duties appropriately. In these cases, beneficiaries may seek to...

Although many adults are aware of the importance of having a will, fewer understand how critical it is to regularly review and update these documents. Reviewing one’s estate plan regularly is a very good idea, as financial circumstances, relationships and Texas estate...

Founders, entrepreneurs and business owners have unique considerations when it comes to estate planning. Passing away suddenly without such planning in place can have major implications, not only on loved ones but also employees, shareholders and business partners. It...

You’ve been thinking about your need for an estate plan of sorts for some time. You know you need a will, at least, but you don’t want to go through the official estate planning process. So, you are thinking about doing it yourself and writing your own will. Is a DIY...

Many Texas residents believe that having a will in place is all they need to protect their estates. While a will can do a fine job at making a person’s wishes known, it doesn’t offer the same protection as a full estate plan. How are the two different?  A will is…  A...

Creating an estate plan is not something only for the very wealthy or those who in retirement. In fact, estate planning can benefit adults at any age. Having a will, power of attorney and other important estate planning documents often come in handy for situations...

Planning for the future is an important part of being an adult. However, it is not always easy, especially when you are planning for what happens after your death. Certain estate planning tools may appear complicated too, such as trusts. Having a better understanding...

There is no part of the estate planning process that anyone really wants to do, but there are certain steps that, at the bare minimum, Texas residents may want to consider doing. One thing in particular that can prove beneficial to anyone is creating a power of...

You have done the hard work of creating a trust that will hold assets for your children or whoever you want to inherit from you following your death. At the moment, you have not yet funded the trust. This is a key step to making your trust work, so you will want to...