Surviving Texas Probate: The Basics & What Counts as a Probate Asset
Probate in Texas is a court process that gives someone legal authority to move a loved one’s assets where they belong — and with the
October 6, 2026
Is Your Rental Property Protected from Creditors in Texas?
If you own a rental house in Texas, you might assume it’s safe from a lawsuit. It isn’t.
September 29, 2026
Are Annuities Asset Protected in Texas?
Annuities are flexible and interesting financial tools. I’m not going to weigh in on whether they’re a good investment. Some people love them and some people don’t. What I can tell you is how they’re treated under Texas law.
September 24, 2026
Becoming a Parent Means Rethinking Your Estate Plan
Welcoming a child into your family changes more than your daily routine. It creates new legal and financial responsibilities that should be reflected in a comprehensive estate plan.
July 7, 2026
Texas Seniors Who Are Aging On Their Own Need To Have An Estate Plan
As more adults enter their later years without a spouse, children or close family support, the need for thoughtful, proactive estate planning has never been greater.
June 16, 2026
Understanding the Gift Tax can Help Families make Thoughtful Financial Gifts
The federal gift tax often sounds intimidating. However, most individuals never actually pay it thanks to generous exemptions and strategic planning rules.
April 21, 2026
Reducing the Emotional Toll of Probate
When a family loses a loved one, the last thing they need is added stress. However, the probate process often brings paperwork, delays and emotional strain that can weigh heavily on grieving families.
April 8, 2026
The rules governing Inherited IRAs have Changed in Recent Years
The rules governing inherited retirement accounts have changed in recent years.
March 10, 2026
Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
March 3, 2026
Understanding When and How a Power of Attorney can be Used to Transfer Property
A power of attorney can be a powerful planning tool. However, it comes with strict limits—especially when real estate and family members are involved.
February 26, 2026