Scheduling Open
24x7
Location
6671 Southwest Fwy, Ste 490-A
By Appointment Only

Category

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.

11foreclosure on a dead person's property
25
Sep

When a Bank Forecloses on a Dead Person’s Property

If someone dies and has a mortgage, can the bank foreclose and sell the property to pay off the mortgage?  This is a common situation that arises and a question that we get, as Houston probate attorneys.   The short answer is that, yes, the bank can foreclose, but the heirs are not without remedies.  There...
KEEP READING
11ladybird deed not revoked
31
Jul

Revoking a Joint Ladybird Deed

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...
KEEP READING
11when there is no will
14
Apr

Case Study: Intestate Succession

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...
KEEP READING
11
03
Mar

Claiming Unclaimed Property of a Deceased Loved One

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...
KEEP READING
11
06
Jan

Completing a Texas Transfer-on-Death Deed

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...
KEEP READING
11communty separate property probate
30
Dec

Community vs. Separate Property in Texas Probate

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...
KEEP READING
11Texas Trust Estate Planning
11
Nov

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

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...
KEEP READING
11
30
Sep

Estate Planning for Texas Student Athletes in the NIL World

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...
KEEP READING
11Man's hands signing a paper
16
Sep

Is Your Texas Will Invalid?

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...
KEEP READING
11Aging Parent with Dementia
09
Sep

Inherited Retirement Accounts: The Basics

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....
KEEP READING
1 2 3