Resources

Estate Planning for the Unexpected

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple…

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…

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

Barack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. The Act authorized the creation of ABLE Accounts, tax-advantaged savings accounts designed…

Who Can Apply for Probate in Texas?

Usually, a person a testator nominates as executor in a Will applies for probate, but not always. The Texas Estates Code provides that any interested person can…