
Surviving Texas Probate: How Small Estate Affidavits Work and Their Limitations
A Small Estate Affidavit can simplify probate in Texas, but only in limited circumstances.

A Small Estate Affidavit can simplify probate in Texas, but only in limited circumstances.

Life estates can create unexpected complications when transferring or selling real estate.

Texas probate does not automatically transfer ownership of real estate located in another state.

If you own a rental house in Texas, you might assume it’s safe from a lawsuit. It isn’t.

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.

Proper planning ensures that commercial real estate properties transfer smoothly, preserve their value and continue generating income for the next generation.

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.

Open family conversations about property plans can prevent probate delays, disputes and unnecessary legal costs.

In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.

Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.