Should You Put an Adult Child on Your Bank Account?

Before you read further, you may want to download the free Texas Probate Risk Workbook.It helps you organize your assets, identify potential probate risks, and think through your options before meeting with an attorney. It sounds simple. You are getting older. You want someone you trust to help pay bills, deposit checks, talk to the … Read more

Beneficiary Designations Can Override Your Will

Before you read further, you may want to download the free Texas Probate Risk Workbook.It helps you organize your assets, identify potential probate risks, and think through your options before meeting with an attorney. Many people believe that once they sign a will, their estate plan is finished. They assume the will controls who receives … Read more

A Will Does Not Avoid Probate in Texas

Before you read further, you may want to download the free Texas Probate Risk Workbook.It helps you organize your assets, identify potential probate risks, and think through your options before meeting with an attorney. Many people believe that having a will means their family will avoid probate. That is one of the most common misunderstandings … Read more

5 Estate Planning Mistakes That Could Cost Your Texas Family Thousands

Want to understand your own situation as you read this? Download the free Texas Probate Risk Workbook and follow along as you go. When families delay estate planning, they often assume the biggest risk is “not having a Will.” In reality, many of the most expensive problems come from well-intentioned mistakes people make while trying … Read more

What Is a Lady Bird deed?

A Powerful Way to Avoid Probate While Keeping Control Before you read further, you may want to download the free Texas Probate Risk Workbook. It helps you organize your assets, identify potential probate risks, and think through your options before meeting with an attorney. Many Texas homeowners want a simple way to pass their home … Read more

What Issues Should Over-50 Couples Discuss Before Marrying?

Want to understand your own situation as you read this? Download the free Texas Probate Risk Workbook and follow along as you go. Getting married later in life can be one of life’s great joys. But for couples over 50, marriage is also more than a romantic decision—it is often a major legal, financial, retirement, … Read more

What Are the Benefits of a Revocable Trust?

If you’re trying to make sense of estate planning decisions, the free Texas Probate Risk Workbook may be a helpful place to start. Many people assume estate planning begins and ends with a Will. For some families, that may be enough. But for many Texas families, a Revocable Living Trust can provide stronger protection, greater … Read more

4 Ways to Prevent a Family Fight Over an Estate

If you’re trying to make sense of estate planning decisions, the free Texas Probate Risk Workbook may be a helpful place to start. When a loved one passes away, grief is hard enough. Unfortunately, many families then face a second crisis: Conflict over the estate. Arguments over money, property, fairness, and old family wounds can … Read more