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Estate Planning

Houston Estate Planning

Planning for the future is an essential part of protecting your assets and ensuring that your loved ones are taken care of. This category is dedicated to providing you with valuable information on estate planning in Texas, including wills, trusts, powers of attorney, advanced directives, and more. Our team of experienced attorneys is here to guide you through the process of creating a comprehensive estate plan tailored to your unique needs and goals.

Our Houston Probate Attorneys provide a full range of probate services to our clients. Affordable rates, fixed fees, and payment plans are available. We provide step-by-step instructions, guidance, checklists, and more for completing the probate process. We have years of combined experience we can use to support and guide you with probate and estate matters. Call us today for a FREE attorney consultation.

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11ladybird deed not revoked
31
Jul

Revoking a Joint Ladybird Deed

July 31, 2023,
Even the most comprehensive plans can go awry. Estate planning involves making educated guesses about what might happen in the future. There are certain eventualities that are known, others that are expected, and then there are those that cannot be foreseen. One area where discrepancies can arise is between transfers made in wills and Lady...
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11when there is no will
14
Apr

Case Study on Texas Probate Law: When an Estate is Without a Will

April 14, 2023,
After retiring from the military, Mrs. Smith was on disability benefits from the Veterans Administration. When she passed away from stage 4 cancer, she didn’t have a will. Mr. Smith wondered what the probate process was when an estate is without a will? Probate is a legal process that occurs after someone dies. It involves...
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11
03
Mar

Claiming Unclaimed Property of a Deceased Loved One

March 3, 2023,
When a loved one passes away, the process of distributing their assets can be a difficult and emotional time. It is rare for someone to leave detailed and up-to-date lists of what assets they own. In addition to everything else they have to do, the surviving family members often have to scramble to identify what...
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11
06
Jan

Completing a Texas Transfer-on-Death Deed

January 6, 2023,
A transfer-on-death (TOD) deed, commonly known as a beneficiary deed, is an important tool in Texas estate planning. It allows you to transfer ownership of certain types of property upon your death to someone else without going through the probate process. The TOD deed has become increasingly popular in recent years due to its simplicity...
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11communty separate property probate
30
Dec

Community vs. Separate Property in Texas Probate

December 30, 2022, ,
When it comes to property, the old adage “you can’t take it with you” is true, but you can try to dictate who gets it when you die. This is where estate planning comes in, and the distinction between community and separate property in Texas is a critical consideration in probate cases. The interplay between...
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11Texas Trust Estate Planning
11
Nov

Does Adding Class Descriptions to a Texas Will Create Class Gifts?

November 11, 2022,
When drafting a will in Texas, it’s important to carefully consider how your property will be distributed after your passing. One important aspect to consider is whether to create a class gifts by adding class descriptions to your will. But what exactly is a class gift and how does it work in Texas? It’s important...
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11
30
Sep

Estate Planning for Texas Student Athletes in the NIL World

September 30, 2022,
Previously, college athletes could not share in the revenue generated by their universities, however, a landmark Supreme Court ruling in 2021 enabled them to earn advertising revenue based on their name, image, and likeness (“NIL”). This ruling has opened doors for student-athletes who, because of the change in NCAA rulings, can now make money off...
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11Man's hands signing a paper
16
Sep

Is Your Texas Will Invalid?

September 16, 2022,
Creating a will is crucial to ensure that your assets are distributed according to your wishes after you pass away. In Texas, however, it’s not enough to simply draft a document and call it a will. A will must meet certain legal requirements to be considered valid. Failing to meet these requirements can result in...
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11Aging Parent with Dementia
09
Sep

Inherited Retirement Accounts: The Basics

September 9, 2022,
If you’re like most people, you probably don’t think too much about what would happen to your retirement account if you died. But it’s actually a pretty important question, especially if you live in Texas. Inheriting a retirement account can be a significant financial asset, but it also comes with several complexities and tax implications....
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11
19
Aug

Estate Planning for Blended Families & Minor Children

August 19, 2022,
One of the most challenging fact patterns when it comes to estate planning is the blended family, such as a couple who get divorced and there are children from later marriages. This gets particularly difficult to plan for when minor children are involved. The combination of step-children and minor children can result in some odd...
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