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
The One Form Blended Families Always Forget to Update
Updating a beneficiary designation is not hard. The reason this problem is so common isn’t complexity — it’s neglect.
September 9, 2026
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.
August 25, 2026
Under Texas Law an Unmarried Partner is Often Treated as a Legal Stranger
Many Texas couples spend years building a life together without ever getting married. They share a home. They share expenses. They may help raise children
August 11, 2026
Don’t Let Texas Decide Your Estate
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.
July 21, 2026
The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas
The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas is out now. In this episode of Estate of the
July 13, 2026
A Life Estate can Benefit Your Spouse in Life and a Charity in Death
A life estate can allow a surviving spouse to remain in the family home, while ensuring that the property ultimately passes to a chosen beneficiary, such as a church or charitable organization.
June 2, 2026
Improve Charitable Giving with a Donor-Advised Fund
Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.
May 12, 2026
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