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Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?

The Texas Transfer on Death Deed allows owners of real estate to transfer their property to beneficiaries outside the probate process. The Deed works like a…

Will Your Surviving Spouse Disinherit Your Children

I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from…

Can I Name Someone Other Than My Spouse As Beneficiary Of My 401(k)?

A concerned relative contacted me. Her cousin had been married for eight years before her recent death. Her deceased cousin had a son from a prior marriage.

Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was…

Will Jointly Owned Property Automatically Pass to My Spouse When I Die?

A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held…

Have You Reviewed Your Will Lately?

I always schedule a document review conference with my clients before they sign their Wills. It gives my clients the opportunity to ask questions they may have…

Will the Balance of a Joint Bank Account Automatically Pass to My Spouse When I Die?

Most spouses have at least one joint bank account. Both spouses contribute to the account and can write checks or make withdrawals out of it. The fact…

Frequently Asked Questions About Estate Planning

What happens if I die without a will in Texas? If you die without a Will in Texas, the Texas statutes will determine how your property will be…