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Articles Posted in Estate Planning

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Texas Estate Planning to Protect Family Wealth Through the Generations

Most people understand that it is important to have an estate plan in place from a young age. In fact, most financial planners recommend that every newly minted adult creates a basic estate plan. At the very least, it is crucial to have an estate plan in place once you…

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The Implications of Failing to Update a Texas Estate Plan

Individuals often ask Houston estate planning attorneys about some of the worst mistakes that can occur during—or after—the estate planning process. One of these fatal errors is when estate plans are not updated as the person’s situation in life changes. An estate plan—detailing who the person would like to receive…

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What to Know About Cryptocurrency, Taxes, and Estate Planning in Houston

Information in this article is current as of the date of publication. The policies, regulations, and laws within are subject to change with the IRS, state, or federal legislature. There’s no denying it: It appears that cryptocurrency is here to stay. Once confined to hidden corners of the internet, cryptocurrency…

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How to Prevent Texas Estate Disputes

The time after the loss of a loved one is emotional and stressful. Families are grieving the loss while also dealing with funeral arrangements and estate plans. While careful trust and estate planning can mitigate many common disputes that occur, there are still some pitfalls that cause families to fight…

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How Can Disability Pre-Planning Help Houston Residents?

We want to believe that, should we ever become incapacitated, the people we trust to protect us will behave honorably. A recent California court decision shows that, unfortunately, this is not always the case. Houston residents young and old should heed the court’s warning in this case, which it described…

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Why Houston Investors Should Not Delay Estate Planning

There is no denying that the COVID-19 pandemic has sent shockwaves through the Houston economy and beyond. Indeed, only time will tell the impact of the virus on countless markets. With this in mind, the importance of estate planning early on has never been as clear. 3 Major Advantages for…

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Why Texas Common Law Marriage Matters in Probate Court

Probate is the process by which the courts oversee the distribution of people’s assets after their death. For loved ones, probate can be an extremely difficult experience involving countless administrative requirements, and it is often rife with family conflict. There are many steps that people can take, however, to help…

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The Ever-Changing Field of Houston Estate Planning

Estate planning has evolved greatly over the past century, and it continues to change with each passing year. For example, estate planning attorneys must regularly adapt client plans to changes in tax laws. Keeping up with changes to the legal field and their implications for estate planning is a task…

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