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 in…

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…

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…

Uncategorized

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…