Trusts

Trusts aren’t just for the wealthy. They offer practical benefits for many families, from avoiding probate to protecting a loved one’s inheritance. The right trust depends on your goals and circumstances.

To Trust Or Not To Trust

The article explains how leaving assets in a trust with specific guidelines can help family members use an inheritance for intended goals such as education, travel, or housing.

Living Trust Scams

The article examines common living trust sales myths about taxes, creditor protection, and probate in Texas and urges consumers to seek trusted professional advice.

Should I Designate My Children’s Guardian as Beneficiaries of My Life Insurance Policy?

The article explains why naming a child’s guardian as a life insurance or retirement account beneficiary can put assets at risk and why a trust may provide better protection.

Does a Revocable Living Trust Protect Assets From Creditors?

The article explains that a revocable living trust does not protect assets from creditors because the person who created the trust retains control and legal ownership of the trust assets.

I Have a Revocable Trust – Why Do I Need a Will Too?

A properly funded revocable trust may manage and distribute trust assets at death, but a pour-over Will provides a safety net for property left outside the trust.

What Is A Contingent Trust?

A contingent trust is created only if specified conditions exist when the testator dies, such as children being under a certain age or an heir being incapacitated.

When Should I Use a Revocable Trust?

This article explains how revocable trusts may help Texas residents with out-of-state property, potential incapacity, or concerns about a Will contest.

Can a Settlor Revoke or Modify a Trust?

The article explains when a Settlor may revoke or modify a trust under Texas law based on whether the trust is revocable or irrevocable.

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