No Kids Does Not Mean You Don’t Need an Estate Plan
Despite most people believing it’s important to have an estate plan, only about 40% of people actually get one.[1] There are a number of reasons that someone may not have gotten an estate plan but the...
View Article7 Triggers to Review of your Estate Plan
Many people complete their estate planning documents, place them in a safe/drawer, and never think about them again. It’s an understandable pattern, but estate planning requires maintenance just like...
View ArticleGiving Gifts Under 2020 Tax Law
The upcoming election and concern regarding potential changes have people asking questions about what they can do in 2020 to blunt the impact of a future change in the tax law. One strategy for people...
View ArticleTransfer On Death Deed In Texas
Many clients ask, “How do I keep my house from going into probate when I die?” A Transfer on Death Deed (“TODD”) is one way to do this. What is a TODD? In 2015, Texas enacted Chapter 114 of the Texas...
View ArticleHelp Required: Texas Probate Counsel
Unlike many states on the Pacific and Atlantic costs, Texas’ probate process is quicker and comparatively cost efficient. In fact, Texas offers a several abbreviated probate process (e.g. independent...
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Overcoming Challenges in Estate Planning for Blended Families
As a blended family, you face a unique set of challenges when it comes to estate planning. There are often emotional complexities, such as feelings of sadness, resentment, or jealousy that come from...
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