Not all assets are subject to probate
As an heir or beneficiary, it’s important that you have a clear understanding of what to expect during the probate process. This goes a long way in putting your mind at ease, while also helping you...
View ArticleRetirement and estate planning: It’s time for a review
You look forward to the day when you can finally retire. You’ve earned it, and now it’s your time to live it up. At this point in your life, many things are changing. Your financial circumstances will...
View ArticleEstate Planning Myths
Estate planning may not be on your radar. It can often feel like a mysterious and complex legal process only reserved for the ultra-rich or elderly. But these are just a few myths surrounding the...
View ArticleThe way that the probate process works
Your mother’s death was not unexpected. Still, you and the rest of your family are overcome with grief. But, now, it is time to settle her estate. Thankfully, she was prepared by discussing her estate...
View ArticleWhen a will provision is unworkable and invalid
As we know, a will is an essential element of estate planning. When a person creates a will, he or she usually assumes that their estate planning needs are completed. Peace of mind along with a smooth...
View ArticleHow does an attorney assist with probate?
When relatives pass away, many people feel overwhelmed by the daunting process of dealing with probate. If the decedent did not leave a will, the process can get more complicated. An attorney in Texas...
View ArticleProtecting financial assets when facing nursing home care need
Many people have medical issues that result in the constant need for monitoring and treatment, possibly leading to nursing home confinement. The primary problem that most individuals face is one of...
View ArticleCommon succession planning mistakes to avoid
There comes a time in every business owner’s life where they need to start thinking about who will succeed them once they retire. During this time, the business owner needs to create a succession plan...
View ArticleIs your estate planning out of date?
Texas residents should not expect to undergo initial estate planning and then forget about it. Several situations could indicate that you need to update your estate plan sooner rather than later. Tax...
View ArticleEstate protection options
When it comes to estate planning, it’s important to know how to keep your assets protected and ensure that valuable items or cash go to the intended parties. If you’re a Texas resident looking to make...
View ArticleHow does an attorney assist with probate?
When relatives pass away, many people feel overwhelmed by the daunting process of dealing with probate. If the decedent did not leave a will, the process can get more complicated. An attorney in Texas...
View ArticleProtecting financial assets when facing nursing home care need
Many people have medical issues that result in the constant need for monitoring and treatment, possibly leading to nursing home confinement. The primary problem that most individuals face is one of...
View ArticleCommon succession planning mistakes to avoid
There comes a time in every business owner’s life where they need to start thinking about who will succeed them once they retire. During this time, the business owner needs to create a succession plan...
View ArticleIs your estate planning out of date?
Texas residents should not expect to undergo initial estate planning and then forget about it. Several situations could indicate that you need to update your estate plan sooner rather than later. Tax...
View ArticleEstate protection options
When it comes to estate planning, it’s important to know how to keep your assets protected and ensure that valuable items or cash go to the intended parties. If you’re a Texas resident looking to make...
View ArticleWhat not to put in your will
A will could be pivotal in ensuring a fair transfer of your estate when you die. There are, however, a few things that have no place in a will. Understanding the scope of your will gives you an...
View ArticleWhat you need to know about probate in Texas
Wills are an important part of estate planning because they allow you to control what happens after your death. If you die without a will, your beneficiaries may have to go through the probate process...
View ArticleAchieving Medicaid eligibility by liquidating assets
When Medicaid is granted in a Texas guardianship, there might still be unique limits imposed. This federal and state program exists to overcome the income challenges of Americans who need ongoing...
View ArticleDon’t make these business succession planning errors
One of the things you have to plan for your business is who will succeed you. Not having a valid succession plan in place is one of the biggest mistakes made by Texas business owners. This is an error...
View ArticleEverything you need to know about powers of attorney
Estate planning is an important process that everyone should undertake in Texas. Part of estate planning is appointing a power of attorney. Unfortunately, many people do not fully understand the role...
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