When looking for a fiduciary to oversee your estate, there are several things to consider. It is not a decision to take lightly, so looking for an individual or professional with four key qualities can improve your confidence that you made the right choice. 1....
Year: 2023
Taking legal action against an executor for unpaid estate taxes
Navigating the complexities of estate administration can be a challenging task. In Texas, executors are bound by a fiduciary duty to act in the estate's and its beneficiaries' best interests. One of these duties includes paying all debts and taxes owed by the estate....
Understanding how to contest an estate in Texas
Inheritance matters can sometimes lead to disputes among family members. If you are a beneficiary or heir and believe there is an issue with a will in Texas, you might consider contesting the estate. The process can be complex and emotionally taxing, but understanding...
What are some signs someone may not work as your executor?
Writing your will is a big step when you are thinking of how to prepare for the future. One part of this journey is deciding who would work best as your executor. When choosing between different people in your life, such as family members and friends, thinking about...
Should you discuss your estate plan with your family?
If you're one of the 33% of Americans who have an estate plan, as reported by AARP, you know that when creating an estate plan, you make many important decisions. These decisions not only affect you, but they also impact your family. One of the hard decisions you have...
Can beneficiaries of an estate accuse you of fiduciary liability?
Handling the affairs of an estate comes with significant responsibilities. If you serve as a fiduciary or trustee of an estate in Texas, you must adhere to a specific set of legal and ethical obligations. Sometimes, beneficiaries may feel you are not fulfilling these...
Can you ever start estate planning too early?
Estate planning may seem like something you should naturally put off until your golden years. It is easy to push it to the back of your mind, especially when you are young and healthy. But have you ever wondered if it might ever be too early to start estate planning...
4 misconceptions about creating a Texas estate plan
Planning your estate is a crucial step in securing your assets and protecting your loved ones' future. However, there are several misconceptions surrounding the process of creating an estate plan in Texas. It is helpful to debunk these myths to ensure that you have...
What are some common estate planning mistakes?
Estate planning is not glamorous, but it is necessary to maintain control over what happens to your property after you die. Without a will, your family may remain in limbo during probate while the court decides what to do. There are some things you can do now to...
When to step down as the executor of your loved one’s estate
When your loved one names you the executor of their estate, it signifies their trust and confidence in your abilities. They believe you can navigate the intricate and often emotional path of settling their affairs. But what if you feel unsure about this role? Or if...

