Estate planning helps ensure your assets are passed along to your beneficiaries as efficiently and smoothly as possible when you die. While a will is a vital component of most Texas estate plans, more sophisticated planning includes trusts, which offer many benefits....
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Probate & Estate Administration
When to update your will
A will is an important testamentary document that you may choose to include in your comprehensive estate plan. Unfortunately, many individuals believe that their estate planning work is finished once they have created all their necessary estate planning documents....
5 issues that may lead to estate litigation
Some siblings play nice throughout most of their lives. Any cracks in their relationship often are swiftly filled in with spackle. No evidence of animosity, just a seemingly smooth-going relationship. Sometimes, though, detente lasts only until the death of a parent...
What are the documents that should be in an estate plan?
Estate planning, and doing it right, is important for estate planners to understand. An effective estate plan can provide important protections for estate planners and their families which is why it is useful to be familiar with the estate planning documents that...
Benefits of a charitable lead trust for beneficiaries
Charitable lead trusts can be an efficient way to transfer assets to family members, reduce tax liability and make a significant difference in the lives of others by establishing a legacy of giving. This type of irrevocable trust donates payments to one or more...
What is a QTIP trust?
You may already be familiar with trusts as part of the estate planning toolkit. However, unless you have already sought advice from an estate planning attorney, you may not be familiar with the QTIP trust. QTIP? A QTIP trust is a qualified terminal interest property...
Estate planning is especially important for farm owners
During these trying and unprecedented times, estate planning has been a hot topic. But for farm owners, estate planning is particularly important because it will incorporate a transition plan for the farm – should the unexpected happen. Is a transition plan needed? As...
Be sure to update your estate plan following a divorce
The last year has presented a host of unprecedented challenges. You may have faced job loss, life-threatening medical concerns and isolation from your regular social circles. The stress of 2020 also took a toll on many marriages – resulting in a 34% spike in divorce...
How can I protect the inheritance I give my family?
If you’ve created an estate plan that specifies how much your family will receive after your passing, you may already have the peace of mind that you are looking after your loved ones. However, despite your best planning efforts, your family may still not receive...
When can you file a claim over ‘breach of fiduciary duty?’
A fiduciary is an entity or individual that puts a client’s best interests ahead of their own. Fiduciaries often manage money or assets for people or groups and are legally bound to act in good faith while preserving trust. Fiduciaries operate under a 19th-century...
