
The Estate of The Union Podcast – Probate Challenges Facing Texas Blended Families
New spouse. Old will. That combo can quietly cut your kids out of everything — or hand your money to an ex. Here’s how to fix it.

New spouse. Old will. That combo can quietly cut your kids out of everything — or hand your money to an ex. Here’s how to fix it.

For many Texas blended families, the family home is often the most valuable asset in the estate. Unfortunately, it is also one of the assets that creates the most confusion under Texas law.

The reality is that if you do not create an estate plan, Texas already has one for you. The question is whether you will like it.

The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas is out now. In this episode of Estate of the

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.

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.

Avoiding probate helps heirs receive their inheritance more quickly, privately and with less cost.

A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.

Make sure your loved ones will be secure after you’re gone by setting up a Spousal Lifetime Access Trust.

Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.