Harvey Cox 
Your Home Is Already Protected. But Is Your Family? If you own a home in Texas, you already have one of the strongest asset protection tools in the country working for you—unlimited homestead protection. Unlike most states that cap homestead exemptions at $100,000 or $500,000, Texas law protects your primary residence from creditors and lawsuits … Read more
When it comes to protecting your family’s future, even small estate planning mistakes can have devastating financial consequences. After more than 30 years of practicing estate planning law in Texas, I’ve seen families lose tens of thousands of dollars—and irreplaceable peace of mind—due to easily preventable errors.Whether you’re in Waco, Round Rock, or anywhere in … Read more
[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”]Planning a special-needs trust for a loved one in Texas requires careful attention. This type of trust helps a person with disabilities keep their eligibility for government benefits while getting extra financial support. However, some common mistakes can ruin the effectiveness of the trust. Understanding these mistakes can help … Read more
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” custom_padding=”3px|||||” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text admin_label=”Text” _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” header_font_size=”40px” header_2_font_size=”30px” header_3_font_size=”28px” header_4_font_size=”26px” header_5_font_size=”24px” header_6_font_size=”22px” sticky_enabled=”0″] One lesser-known but highly effective tool in estate planning is the lady bird deed, also known as an … Read more
When managing your wealth and protecting your assets for future generations, trust companies play an important role. But what exactly do these financial institutions do, and how can they benefit you and your loved ones? Understanding the role of a trust company can help you leverage their services to best suit your long-term financial goals. … Read more
Getting married in middle age or later is not just a significant personal event but also one of the most important financial decisions in your life. Understanding this emphasizes the necessity of a thorough discussion about financial matters before tying the knot. Financial transparency is key When marrying later in life, especially with retirement on … Read more
When it comes to estate planning, individuals often look for tools to simplify the complexities of property distribution. One thing to consider is the value of a revocable trust. Understanding its benefits can help you see how this trust can enhance your estate planning strategy. Control and flexibility A revocable trust provides a unique level … Read more
Estate planning involves making decisions about the management, preservation and distribution of your assets both during your lifetime and after your death. Many types of trusts exist and can meet various aims. However, Texans doing their estate planning may find that establishing an irrevocable trust offers unique advantages tailored to their financial goals and family … Read more
The role of an executor in managing and distributing an estate comes with a great deal of responsibility. One of the most challenging aspects of this role is preventing family disputes over the estate while ensuring a smooth and amicable process. 1. Clear and detailed documentation First and foremost, the executor must maintain meticulous records … Read more
When it comes to planning for the future, it is ideal to have a clear understanding of legal documents that grant authority to someone to act on your behalf. Two commonly used instruments in this regard are the power of attorney and the durable power of attorney. While both serve a similar purpose, they differ … Read more