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Strictly speaking, creating an estate plan isn't necessary for someone to ensure that their immediate family receives the property from their estate. In theory, all adults in Texas have protection if they die without a will on record. State statute establishes...
Creating an estate plan is the first step to ensuring your loved ones are taken care of after you pass. However, if you make mistakes or don’t follow the established rules, you may cause probate to last longer than it must. While this is true, there are also steps...
Choosing someone to carry out your wishes after your death isn’t as simple of a process as it may seem. It’s important to think carefully about who you choose as your personal representative (also known as the executor of your estate) and why. Some considerations to...
You and your partner have just started a family, and there are exciting times ahead. However, now that you have a child, you also have many more responsibilities. Previously, estate planning may not have been something that you had given much thought to, as you are...
Anyone who has considerable wealth should be concerned about how taxes will impact what they’re able to pass down to their loved ones. Finding ways to minimize the taxes the estate is responsible for is part of creating your estate. This also ensures that your heirs...
There are numerous concerns that those with large estates will need to address that individuals with fewer assets don't need to consider. Disputes are more likely to arise when an estate has more valuable property, and creditors and other claimants can seemingly come...
You’ve been putting off doing your essential estate planning because of a thorny problem involving one or more of your heirs or beneficiaries. There is no doubt that you love all your children and grandchildren. But it is also true that some have struggled with more...
Maybe you have two adult children who get along famously. They are both level-headed and financially savvy, as well as extremely trustworthy. For those reasons, you are thinking of naming them as co-executors of your will. Would this be a sound decision or one that...
You’re creating your estate plan, and you decide that you don’t want to leave the same amount of money or assets to all of your heirs. Perhaps you believe some of them won’t use the money responsibly. Maybe you are estranged, or you’ve had a falling out. For whatever...
Texas has had its fair share of family dynasties over the years – both real and on television. However, it wasn’t until less than a year ago that the law changed to allow true dynasty trusts in our state. Texans can now set up dynasty trusts that can last for as long...