Resources

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 is, when it begins, when it ends, and what it allows an agent to do. It…

Understanding Applications to Determine Heirship in Texas?

When a person dies without a valid will, families are often left with practical problems that need solutions. A house is still in the decedent’s name. A bank…

The Five Basic Estate Planning Documents Every Adult in Texas Needs

When some people hear the words “estate planning,” they picture a mansion or significant wealth. But estate planning is not just about making sure your property gets to…

Don’t Let Outdated Estate Planning Documents Haunt You

Our lives are constantly changing. If you’ve gotten married or divorced, welcomed a child, lost a loved one, moved to a different state, bought a new home, opened…