Houston Texas Estate Planning Blog
The dangers of not creating a custom estate plan
Texas residents may decide to use boilerplate forms to construct their estate plans. They might believe that doing so will be an easier and less expensive way to adequately meet their needs. However, there could be a variety of unintended consequences that occur as a...
How to begin probate when a person dies intestate
The estate of a person who dies intestate will likely need to be settled by going to a Texas probate court. The probate process will determine how the assets will be distributed or transferred. Initiating a probate proceeding may limit the amount of time that a...
How wills and trusts differ
When people in Texas create an estate plan, they may use a will, a trust, or other documents to pass assets to beneficiaries. Wills do not take effect until after a person's death. Trusts generally take effect immediately unless they are testamentary trusts. A...
The role of a successor trustee
Texans who have been named as successor trustees might wonder what they will be expected to do once the grantors pass away or become incapacitated and unable to continue making decisions for themselves. Successor trustees need to understand what will be expected of...
Houston residents ought to consider this estate planning tool
Thinking about dying is not something most Houston residents want to do. This makes estate planning an arduous task. Considering what to do with property after death is one thing, but considering what kind of end-of-life measures a person may want could be too much....
Have you reviewed your will recently?
Estate planning is a complex subject, and there are many different issues that converge to make your estate. However, if there is one central point to all of these entangled matters, it is the will. Your will is incredibly important and it provides the backbone to...
The pros and cons of probate
Probate is a mysterious process to many people. Most do not like to consider the end, and therefore only get involved in the probate process after the passing of an elderly parent or relative. Depending on how that person left their earthly affairs, the process can be...
The Texas statutory durable power of attorney form
There may come a time when you need someone in Texas to take on some of your financial responsibilities. The cause could be a trip out of the country, incapacitation because of a car accident or even age and dementia. We at understand that...
Removing a beneficiary from your will
There are times when difficult decisions may need to be made with respect to a will, from deciding who to name as the executor to figuring out how to distribute your assets among loved ones. Moreover, this can be a highly emotional time and some people simply are...
The role of an executor: Are you a candidate?
Your friend has come to you and said that he would like to name you as the executor of his Texas estate. This sounds like a big deal, and you feel flattered, but is it a role you should accept?Read on for details about what your duties will be if you agree....
