by Staff | Jul 25, 2025 | Estate Planning
Many married clients assume that when one spouse dies, the surviving spouse will automatically inherit the real estate of their deceased spouse. This is not the case in Texas. Texas is a community property state, which means that when a married couple buys a home,...
by Staff | Jul 25, 2025 | Estate Planning
If your spouse dies without a will, the Texas Intestate Succession rules govern who inherits their property. For a married couple with children from their marriage only, the surviving spouse will inherit* the deceased spouse’s share of their home (that they owned...
by Staff | Oct 22, 2024 | Estate Planning
Congratulations! You met with your lawyer, crafted tailored legal documents for your estate plan, and signed everything. You have a solid plan in place. Now what? Clients often ask me at our document execution ceremony if they should tell anyone about their plan,...
by Staff | Oct 21, 2024 | Estate Planning
We are fortunate to have many multigenerational clients. The most successful families have ensured estate plans were in place for themselves, their parents, and even their young adult children. While it can be challenging to talk to your parents about estate planning,...
by Staff | Aug 24, 2024 | Estate Planning
Utilizing beneficiary designations on your accounts can be a very effective and efficient way to transfer your assets upon death to chosen beneficiaries. In your estate planning, naming beneficiaries on financial accounts, insurance policies, annuities and retirement...
by Staff | May 22, 2024 | Estate Planning
Kudos to you if you’ve already completed your estate planning! The next step is to keep it organized and accessible to those who will need it. Here are the key documents to share with your family: Will and/or Revocable Trust Durable Power of Attorney Medical...
