We created an online law library blog about estate planning to help our clients learn ways to help protect their hard-earned assets and achieve their goals and objectives.
Do You Need To Speak With An Experienced Estate Planning Lawyer In The Dallas Area?
If you need to speak to an experienced estate planning attorney please contact us online or call our Dallas office directly at 214.559.7202. We help clients throughout the Dallas area with all of their estate planning needs and look forward to helping you.
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When Should I Review My Estate Plan? An Annual Review Helps Protect your Family and Your AssetsReview your estate plan to ensure you have your loved one and assets protected no matter what has changed with your family, finances, assets or taxes.
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Why an Estate Plan Is So Important When You Have a Blended FamilyIf you have an ex-spouse and step-children or are a remarried widow or widower, your Texas estate plan should address some potential problems.
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What Happens to Your Property if You Die Without a Will in Texas?Dying without a will in Texas means that the state will decide what happens to your property based on our intestacy laws. Learn what this means here.
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Protecting a Child With Special Needs Through a Custom Estate PlanIf you have a child with special needs in Texas, it’s important to design your estate plan to take care of them throughout their life. Learn more here.
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Fall 2021 NewsletterOur 2021 Fall Newsletter is filled with important things you need to know about Wills, Trusts, and Estate Planning.
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Last Will and Testament vs. Prenuptial AgreementIt’s very important to get your Will and Estate Planning documents completed. If you are getting married, you should also have a Prenuptial Agreement.
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Important Estate Planning Considerations When Minors Receives an InheritanceWithout the proper estate planning, a minor receiving an inheritance can be complicated and costly. Including certain language in your Will can help.
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An Unimaginable Scenario with Estranged Children: Who Gets Your Assets After Your Death?Imagine you have two estranged children that were adopted out. Did you know that upon your death, they could have the right to inherit half of your estate?
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Estate Planning QuestionnaireOur Estate Planning Questionnaire outlines the basic information needed in order to create your Estate Planning Documents.
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Probate vs. Non Probate Assets in TexasKnowing what estate assets you have and how to categorize them is a must! Doing so will make sure your estate and your loved ones are protected.
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Trump and The Possibility of Estate Tax RepealChange could be coming. Planners should have discussions with their clients regarding the pros and cons of continuing to plan during this time of uncertainty.
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6 Reasons Why You May Need a TrustAlthough there are many reasons to create a Trust, this article discusses the most common reasons why one may be necessary or recommended.
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If your child gets a scholarship, you should get his 529 planThis USA Today article answers important questions dealing with scholarships and Roth IRAs, retirement accounts and 529 accounts.
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Estate Planning Checklist and Asset Inventory WorksheetThis Free Estate Planning Checklist and Assets Inventory Worksheet will help you to see what your assets are and will be helpful when speaking to an attorney.
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How Complex Does Your Estate Plan Really Need to Be?Find out how complex your estate plan needs to be! Our updated 2016 estate planning packet takes a look into estate tax planning, portability and trusts.
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Where Should I Keep My Will?You have spent a lot of time and money on your estate planning documents. Make sure they are in a safe place.
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IS YOUR TRUSTEE A PRUDE? BECAUSE YOU WANT HIM TO BE. The Uniform Prudent Investor ActThe Uniform Prudent Investor Act's purpose is to protect beneficiaries. The act's had several variations, therefore, it's important to keep abreast of changes.
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The 10 MUST HAVE Parts of a WillDo you know what your Will really says? Although every Will is different, each should have the this important information.
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I Don’t Have a Will… Am I Hosed?Not having a Will can be a disastrous thing for your family & heirs! Learn the top 3 reasons why you need a Will & what can happen if you die without a Will.
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How Complex Does Your Estate Plan Really Need to Be?This Estate Planning packet takes a look into Estate Tax Planning, Portability and Trusts.