FAQs About Wills, Probating a Will

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…

FAQs About Trusts, Trusts

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…

Financial Powers of Attorney, Planning for Special Circumstances

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…

What To Do When Someone Dies Without A Will

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…

Estate Planning, Planning for Special Circumstances

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…

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Estate and Gift Tax Changes for 2026

Congress recently passed sweeping legislation, which includes many changes to tax policy, spending, and entitlement programs. One of the most significant changes for estate planning is an increase in…

FAQs About Estate Planning, Questions About Estate Tax

Does Every Estate Have To Pay An Estate Tax?

Most clients I work with voice concern about the amount of federal estate taxes that their families will have to pay after their death. They have heard…

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What is a Miller Trust?

Texas is one of 12 states that have an income cap to qualify for Medicaid long-term care. That means some people who need nursing home care have too…

Medical Powers of Attorney and Directives

Who Makes Medical Decisions in Texas If There Is No Medical Power of Attorney?

If you become incapacitated in Texas and haven’t signed a Medical Power of Attorney, state law determines who can make medical decisions on your behalf. The law is…

How Property Distributed When Someone Dies Without A Will, Intestacy

What are the Inheritance Rights of Half-Siblings When Someone Dies Without a Will?

When someone dies without a Will in Texas, siblings inherit only if a spouse, descendants, or parents do not survive the deceased person. When there is a…