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Articles Posted in Estate Planning

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How Recent Concerns Surrounding Conservatorships Can Play into a Texas Estate Plan

Once best known for her chart-topping hits, Britney Spears is now in the limelight for a much more somber reason. For over a decade, Ms. Spears has been under a conservatorship following a decline in her mental health. That conservatorship has recently gained attention and notoriety as Ms. Spears and…

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How Cohabitation Complicates Texas Estate Planning

More and more Texas couples are choosing to cohabitate without getting married. For older couples, this arrangement is often intended to protect assets for their children. Couples should be aware that cohabitation can affect estate planning in unexpected ways, however. With the right trusts and estate planning lawyer, cohabitating couples…

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How to Navigate Unforeseen Issues that Arise in Houston Estate Planning Process

Planning Ahead Reduces Family Conflict Planning for the division of assets and other desires upon someone’s death can be an uncomfortable and difficult process. Often, parents or other benefactors want to assume that their heirs and beneficiaries will understand their end-of-life wishes and cooperate in dividing their assets and making…

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Shifting to Values-Based Estate Planning in Houston

Estate planning is a critical collection of documents that protects one’s assets and property for future generations. An “estate” is the collection of these documents, and it specifies who will protect ones’ wishes and act on them when the time comes. While estate planning is a centuries-old tradition that many…

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Estate Planning Considerations for LGBTQ Couples in Houston

Estate planning is a fairly complex topic. The laws frequently change and are not always intuitive. However, estate planning is crucial and, while the thought of starting the estate planning process may not be something anyone looks forward to, it is something everyone needs to consider. This is especially the…

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Texas Estate Planning After Purchasing a Home

According to the National Association of Realtors, the pandemic has brought on an unprecedented amount of home sales in Texas and throughout the United States. As home sales increased, mortgage rates hit record lows, encouraging quarantined home buyers to jump-start their searches. Those who have bought or sold a home…

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Impact of Increasing Healthcare Costs on Texas Estate Plans

Society as a whole has experienced unexpected and overwhelming changes over the past year. These changes have undoubtedly caused people to consult with their Houston estate planning attorneys to address their long-term goals. Recent surveys by TD Wealth highlight several issues that have impacted estate planning. Healthcare Costs Skyrocket, But…

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How May Changes to Estate and Gift Tax Impact Texans?

Although there has recently been a lot of news out of Washington, D.C.—particularly the COVID-19 Relief Bill—many individuals are interested in the 2022 fiscal year budget and the proposed changes that will be made. This includes expected capital gains and dividend tax rate increases for high-income individuals, along with any…

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Texas Court Rules on Mental Capacity Needed to Admit a Will

When a family member or close friend is upset by the contents of a deceased person’s will, they may contest the will’s validity. The most popular argument is to claim the will is invalid because of the person’s mental incompetence or that there was undue influence exerted upon them. In…

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