There are many reasons why people devise an estate plan. Oftentimes, they are hoping to achieve a peace of mind in knowing that the future of their estate, assets, and legacy will be handed down to generations of friends and family they care about the most. While this general concept is a good one, … [Read more...]
What Are 3 Advantages of a Trust Over a Will?
Planning for the future can be a daunting task, but one thing is certain: it is essential. Thinking about what will happen to your hard-earned assets after you are gone can feel overwhelming. This is where estate planning tools like trusts and wills come into play. Choosing between a trust and a … [Read more...]
Living Wills and Medical Powers of Attorney
Living wills and medical powers of attorney are essential components of an estate plan. While often considered together, they serve distinct purposes in safeguarding your healthcare wishes. Understanding Living Wills A living will is a legal document that outlines your preferences regarding … [Read more...]
Do You Need a Lawyer to Make a Living Trust? Find Out!
You hear it all the time - "everyone needs a living trust." But do you need a lawyer to make a living trust? It’s a common question, and the answer, as with many things in the legal field, isn’t a simple yes or no. A living trust can be a great estate planning tool. It allows you to control how your … [Read more...]
How the No Contest Clause in Will Texas Protects Your Estate
As an experienced estate planning attorney here in Texas, I’ve seen clients get concerned that their beneficiaries are going to contest their wills after they’ve passed away. Fortunately for them, we know how to increase the odds that their last wishes will be honored. This conversation with Walt … [Read more...]
Who Needs a Trust Instead of a Will? Key Factors to Consider
As an estate planning attorney here in Texas, my clients often wonder if they need a trust rather than a last will. Many clients put off the process altogether and only take action when something major happens in their lives. Steve had just inherited his mother’s estate including a home in … [Read more...]
Can a Trust Be Changed? Insights for Trustees
A common question many Texans have is, can a trust be changed after it's established? It's a question that often pops up, especially when life throws those curveballs we never see coming. Whether it's marriage, divorce, the birth of a child, or any significant life change, those events often have us … [Read more...]
Can a Spouse Change a Trust After Death? What to Know
Imagine this: you’re grieving the loss of your spouse and dealing with their affairs. As you go through their estate plan you wonder - can a spouse change a trust after death? It’s a common question for surviving spouses, especially in Texas where laws are different. Whether it’s to adjust asset … [Read more...]
Can a Transfer on Death Account Be Contested? Legal Insights
Dealing with the loss of a loved one is never easy, especially when questions about their estate arise. If your loved one in Texas had a transfer on death account, you may find yourself asking, "Can a transfer on death account be contested?" It’s a common concern, particularly in situations where a … [Read more...]
Holographic Will In Texas: Legal Requirements and Considerations
Creating a last will and testament can feel overwhelming. However, a holographic will in Texas offers a simple way to document your final wishes. This type of handwritten will, recognized under Texas law, is a practical solution, especially in emergencies. … [Read more...]
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