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Articles Posted in Estate Planning

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How to Use a Trust to Care for a Loved One With Special Needs

Leaving money outright to a loved one with a disability can backfire. Supplemental Security Income (SSI) and Medicaid impose strict asset caps—usually $2,000. Exceed that limit, and benefits vanish until funds deplete. A carefully drafted special needs trust (SNT) provides extra resources while preserving public assistance. Consult an Austin estate…

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Estate Planning for Texas Newlyweds

Wedding gifts fill kitchen cabinets; thank-you cards go out; life settles. Estate planning rarely tops a newlywed’s priority list, yet marriage transforms financial and legal rights overnight. Drafting documents now cements the groundwork for decades of partnership. An Austin probate lawyer at McCulloch & Miller, PLLC makes the process straightforward…

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What Happens to Your Estate Plan if You Move to Texas from Another State?

Major job hubs and no state income tax draw countless families to Austin every year. New barbecue spots delight, but new legal rules lurk beneath the excitement. Moving to Texas can shift how assets pass, how debts divide, and which court has jurisdiction. Collaborating with an Austin probate lawyer at…

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Why You Need Alternate Executors, Trustees, and Guardians

Naming an executor feels final—until that person moves overseas, develops health problems, or simply says no. Similar obstacles affect trustees and guardians. Without alternates, Texas courts decide who steps in. That may not match your vision. Engage a Dallas probate lawyer at McCulloch & Miller, PLLC to build a fiduciary…

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How Medicaid Estate Recovery Affects Your Assets and How to Plan Ahead

Medicaid estate recovery is a scary process, and it can affect families across the country during already difficult times. How can you plan ahead and help guard against Medicaid estate recovery? This blog serves as a starting point, but remember that each person’s circumstances are different, and each person might…

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The Role of Affidavits of Heirship in Texas: When and How They Can Be Used

An affidavit of heirship is a relatively simple estate planning tool that can have a major impact on certain beneficiaries. On today’s blog, we review the basics around affidavits of heirship, so that you can familiarize yourself with when and how they can be used for your advantage. If you…

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