Resources

The Power of Beneficiary Deemed Owner Trusts for Retirement Assets

If you have a large retirement asset that you intend to pass to your beneficiaries in trust, consider updating your estate plan to include Beneficiary Deemed Owner Trusts…

Is It Always Necessary to Probate a Will in Texas?

It is necessary to probate a Will in Texas when the estate includes assets titled in the decedent’s name. A person who dies typically has two classes of…

Can I Make Handwritten Changes To a Typewritten Will?

Handwritten changes a Testator makes before signing a typewritten Will are valid; however, handwritten changes made after signing a Will be disregarded unless the Testator observes all the…

Will or Revocable Living Trust – Which is Best for Me?

One of the first estate planning decisions you will need to make is whether using a Will or Revocable Living Trust will best achieve estate planning goals. Understanding…

Beware the Rise of Voice Cloning Scams

Cybercriminals are using AI to mimic the voices of our family members. Learn how to protect yourself from voice-cloning scams.

What is a Miller Trust?

A Miller Trust, or qualified income trust, is an irrevocable trust that allows individuals qualify for Medicaid long-term care services, such as nursing home care, when they earn…

Frequently Asked Questions About Texas ABLE Accounts

Barrack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. It requires each state to pass its own ABLE Act. Governor Greg…

Special Needs Trusts FAQs: Answers for Parents of Children with Special Needs

If you are a parent of a child with special needs, a special needs trust (SNT) should be an essential part of your estate planning. Without one, leaving…