The Texas State Law Library recently updated its guidance on transfer-on-death deeds (TODDs), giving Austin-area homeowners clearer direction on how these deeds work and when they make sense. The update arrives at a good time. Many families in Travis, Williamson, and Hays Counties want to avoid a lengthy probate process,…
Articles Posted in Estate Planning
2025 Texas Estate and Trust Law Changes and What Dallas Families Should Update Before 2026
Texas lawmakers recently approved several targeted changes to estate, trust, and guardianship law for 2025. These updates do not overhaul the entire system, but they do affect how wills get proved, how guardianships are supervised, and how courts handle estate administration. If you live in Dallas, Collin County, or nearby…
What Families Should Know About Capacity and Influence Claims
A recent opinion from the Fifth Court of Appeals, In the Estate of Danny Lee Rubey, offers helpful guidance for families facing a will contest in the Dallas area. In that case, the court affirmed summary judgment against a will challenger who claimed the decedent lacked testamentary capacity and was…
Houston’s 2025 Home Price Surge and How Smart Deed Planning Protects Families in 2026
Houston home values climbed steadily through 2025, with areas like Bellaire, Katy, the Heights, Pearland, and Sugar Land among the region’s strongest performers. That rise helps homeowners build equity, yet it also creates new estate-planning concerns as families head into 2026. Higher valuations often lead to more complex probate filings,…
Using Revocable Trusts to Avoid Ancillary Probate for Dallas Investors With Multi-State Rentals
Dallas investors often own rentals in Oklahoma, Arkansas, Colorado, or beyond. When you pass, each state wants its own probate for local real estate—a slow, expensive loop called ancillary probate. A revocable trust can bypass that loop entirely. With the right deed work and a clear management plan, your trustee…
Estate Planning for High-Rise Condominium Owners in Uptown and Victory Park
High-rise living brings amenities, views, and rules. If you own a condo in Uptown or Victory Park, your estate plan must fit building policies, HOA bylaws, and lender expectations. A little preparation prevents probate delays, HOA fines, and unhappy neighbors—while preserving value when it is time to sell or transfer.…
Estate Planning For Austin Artists With Gallery Consignment And Merchandise Revenue
Austin artists build value through originals, prints, merchandise, and a reputation that lives online. When an artist dies or becomes disabled, confusion over consignment contracts, online shops, and intellectual property can freeze income and scatter the archive. A focused estate plan protects your work, pays your bills, and guides your…
Using Family Limited Partnerships To Hold Hill Country Acreage Near Austin
Hill Country acreage carries memories, water, and wide horizons—but it also carries management challenges. Multiple siblings, roaming property lines, county taxes, and seasonal income make succession tricky. A Family Limited Partnership (FLP) can centralize control, protect against creditor chaos, and hand the land to the next generation with fewer court…
Crafting Succession Plans for East Austin Duplexes and ADUs
East Austin’s duplexes and backyard ADUs mix rental income with neighborhood character. They also create unique succession questions when an owner dies or becomes incapacitated. If you plan now, tenants keep paying, contractors keep showing up, and your heirs receive a property that is easy to manage or sell. A…
Estate Planning for Dallas Physicians—Guarding Against Malpractice Creditors
Your calling serves patients, but it also exposes wealth to risk. Even with strong insurance, a single claim, business dispute, or personal guarantee can threaten savings. A Dallas-ready estate plan builds layers of protection while keeping life simple for your family. Start With the Protections Texas Already Gives You Texas…