Strategies to Avoid Delayed Postmortem Tax Returns
Handling a loved one’s final tax return can be more complicated than expected, often leading to delays that can stall estate administration and distributions.
May 6, 2026
Your Spouse May Not Be the Right Choice for Trustee
While naming a spouse as trustee may seem like the natural choice, it is not always the best decision for managing trusts effectively and protecting beneficiaries.
April 28, 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
Strategies to Keep Inheritance Out of Probate
Avoiding probate helps heirs receive their inheritance more quickly, privately and with less cost.
March 31, 2026
The Estate of The Union Podcast – Austin Pets Alive! is out now
The Estate of The Union Podcast – Austin Pets Alive! is out now. We continue our Conversations with Non-Profits series, where our listeners have an
March 18, 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Outdated Beneficiary Designations can Quietly Override Carefully Written Estate Plan
Outdated beneficiary designations can quietly override even the most carefully written estate plan.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
AI Is Increasing Access to Estate Planning. However, Be Wary of Its Limitations
Technology can make estate planning more accessible. However, it cannot replace thoughtful legal judgment.
February 19, 2026
Open Conversations About Property Plans Can Prevent Probate Delays
Open family conversations about property plans can prevent probate delays, disputes and unnecessary legal costs.
February 3, 2026
A Fiduciary Bond Is A Critical Safeguard
A fiduciary bond ensures that the executor of an estate is accountable and protects beneficiaries against mismanagement of assets.
January 19, 2026
Always Update Estate Plan after Moving to a New State
When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.
December 29, 2025