Category Archives: Estate Planning
5 Essential Steps To Take Now To Prepare And Protect Your Beneficiaries – Before They Inherit Wealth
In March 2020, a week before the world shut down for the COVID pandemic, I had the honor… [...]
Navigating the “Great Wealth Transfer”: What it Means for Houston Families
The landscape of American wealth is on the precipice of a monumental shift. Current research indicates that an estimated $75… [...]
Family Mission Statements in Texas Estate Planning: How They Can Prevent—or Fuel—Probate and Trust Litigation
Estate planning disputes rarely begin with bad intentions. Most probate, trust, and guardianship litigation arises because family members… [...]
How Family Mission Statements Can Impact Texas Estate Planning and Probate Litigation
When most people think about estate planning, they focus on wills, trusts, and guardianship designations. While those legal… [...]
What Is a Power of Attorney and How Do I Set One Up?
Life is unpredictable, which makes planning for potential incapacity an important way to protect yourself and your family.… [...]
How Diane Keaton’s $5 Million Pet Trust Highlights the Importance of Pet Estate Planning in Texas
How to make sure your beloved companion is cared for after you’re gone When headlines surfaced that actress… [...]
How Is Mental Capacity Evaluated in a Texas Guardianship Case?
Guardianship is a serious matter. When a guardianship is put in place for an adult, much of that… [...]
What Should You Do If You Suspect a Will Was Forged in Texas?
When a loved one passes away, in the vast majority of cases the way they have chosen to… [...]
How to Transfer Out-of-State Assets During Texas Probate
Probate can be a difficult process, and especially if you're trying to grieve the death of a loved… [...]
Recent Legal Changes Affecting High-Value Estate and Trust Litigation
High‑value estates and trusts have always been a target of attention. New laws, including recent changes to federal… [...]
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