FAQs About Trusts

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…

FAQs About Wills

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,…

FAQs About Probate

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…

Special Needs Trusts

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…

Estate Planning

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…

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 (DPOA) is, when it begins, when it ends, and what it allows an agent to do.

What To Do When Someone Dies Without A Will

Understanding Applications to Determine Heirship in Texas?

When a person dies without a valid will in Texas, families are left to sort out a whole lot of loose ends — A house that is still…

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…