Experienced. Knowledgeable. Compassionate.
Texas property owners must determine how to pass their real estate to a loved one. Many people transfer real estate through a will, but others may need another option. A life estate can make it possible to give up ownership of a home but choose who remains for as long...
There are many similar benefits to using wills and trusts. Although the roles of executors and trustees are similar, there are a few differences that affect how the plans are carried out. Understanding the main differences is how people select the right type of estate...
If you have a loved that may need government assistance for disability, it is important to understand how that help may affect your estate plans in Texas if you intend for them to inherit some of your assets. SSDI and SSI have different eligibility requirements and,...
A myth about estate planning suggests that only older people - particularly those worried about their mortality - engage in estate planning. Such a notion is incorrect as many young, healthy Texas residents participate in estate planning. Only some understand why it...
An IRA is not just a sound retirement plan for people when they leave work; a person can also use it as an estate planning tool for their loved ones in Texas. Basically, the child provided for will own the account, but their parent or adult custodian will manage it...
Drafting a will may be the first thing you think of when estate planning, but there is much more to do. Estate planning involves accounting for your assets and creating smooth transfers to the correct people. There aren't any requirements for estates to go through...
Most people in Texas don’t give much thought to guardianship. However, it’s something that many should consider. You should also know about natural guardians and their roles. What is a natural guardian? A natural guardian is a child’s parent. When a child is a minor,...
If you have a close relationship with your parents, grandparents, or siblings, you may be asked to be the executor of their respective estates. While this can be an honor, it is also a huge responsibility. Depending on the size and worth of your loved one's estate,...