Blog
The Texas Homestead Advantage—And Its Hidden Gap
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...
5 Estate Planning Mistakes That Could Cost Your Texas Family Thousands
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...
Mistakes to Avoid When Planning a Special-Needs Trust in Texas
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...
What Is a Lady Bird deed?
One lesser-known but highly effective tool in estate planning is the lady bird deed, also known as an enhanced life estate deed. Unfortunately, many who could benefit from this deed do not know how it actually works. As you start drafting your estate plan, you should...
What Do Trust Companies Do?
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...
What Issues Should Over-50 Couples Discuss Before Marrying?
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....
What Are the Benefits of a Revocable Trust?
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...
5 Reasons You Might Want an Irrevocable Trust in Texas
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...
4 Ways to Prevent a Family Fight Over an Estate
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...