Resources

What are the Requirements of a Valid Trust in Texas?

When clients ask whether a trust might be right for them, one of the first things we talk about is what actually makes a trust valid under Texas…

Common Terminology in Wills and Estate Planning

Lawyers use a lot of terminology when talking about Wills and estate planning, assuming that everyone knows what they mean. It can feel awkward to ask for clarification,…

Say What? Probate Terminology Defined

You’re here because a loved one has died, and suddenly you’re hearing words like “heirship,” “letters,” and “inventory.” We lawyers use a lot of technical words when we…

Guidance For Trustees of Special Needs Trusts

Families caring for a person with a disability make many decisions that affect benefits, quality of life, and financial security. Good information reduces stress and helps you avoid…

Lady Bird Deed vs. Texas Transfer on Death Deed: Key Differences, Benefits, and Which Is Best for You

Both Lady Bird Deeds and Texas Transfer on Death Deeds (TODDs) allow property owners to transfer real estate to heirs without the need for probate while keeping full control…

Can a Convicted Felon be an Executor in Texas?

Before 2023, Texas law disqualified anyone with a felony conviction from serving as an executor. But, that changed because of an amendment 2023 amendment to Section 304.003…

What is a Crummey Trust?

When I suggest a Crummey Trust to clients, I often get a smile and a puzzled look. “Why would I want a crummy trust?” they ask. Despite…

A Guide to Understanding the Texas Durable Power of Attorney and North Carolina Durable Power of Attorney

This article explains, in plain terms, what a Durable Power of Attorney (DPOA) is, when it begins, when it ends, and what it allows an agent to do.