elder care

Choosing the Executor, Trustee and Guardian for your Estate Plan  

When starting the Estate Planning process, I ask clients to think about their “People of Interest” and alternates.  We discuss the roles of Executor, Trustee and Guardian and the qualities the persons serving these roles should possess. The Executor is the person named in a Will who will follow the instructions…

What happens if I die without a will in Texas

Intestate succession is the process by which the assets are distributed for someone who died (decedent) without a Will.  In Texas, that process is governed by the Texas Estate Code. Judge Herman of the Travis County Probate Court created an Intestate Chart that helps to illustrate this discussion. Unmarried Person:  Property owned at death would first pass…