This blog, which is regularly updated by our estate planning attorneys, strives to keep our clients & potential clients informed, engaged, & connected to the latest news, trends, & current events.
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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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Your Will’s Sidekick: How to Make a Memorandum That Actually MattersA memorandum is a document in addition to your Will that you are able to make a list of items and the people you want to inherit them.
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Changes in the estate tax exemption are coming soon: What do I need to know and plan for?Gift Tax Exemption is set to decrease over $5 mil. Are you ready? Click here to learn more about this exemption explained by our tax planning lawyer.
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How to Avoid Common Estate Planning Mistakes in DallasCreating an estate plan can be tricky. Learn what common mistakes you can avoid so that you can achieve your goals and protect your family.
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Financial Planning For Your MarriageDiscover how a prenuptial agreement is actually a good thing! Protecting your relationship, family and finances early on can make all of the difference.
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Including Pets in an Estate Plan So You Know They Will Be Taken Care of if Something Happens to YouIf you were to become incapacitated or die unexpectedly, who would take care of your pets? Get peace of mind by including them in your Texas estate plan.
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The Story of The Lonely Last Will and TestamentThe Last Will and Testament thought it was just a piece of paper that had words on it that nobody understood...until it realized its purpose.
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INHERITANCE…A Right or a Privilege?When creating an estate plan, there are challenges that are presented due to the variety of family dynamics that exist in today’s world of Trusts and Estates.
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Fall Is in the Air…And It's the Perfect Time to Review Your Estate PlanThe Fall is great time to review your Last Will and Testament, Revocable Trust and other estate planning documents. An annual review can give you peace of mind.
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The 3 Most Important Parts of a Last Will and TestamentA Last Will and Testament in TX lists a person’s wishes following their death. It states how property is disposed, names an executor, guardian and/or Trustee.
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Will Contests - The Requirements of Signing a Will in TexasA Will must meet certain requirements in Texas. Keeping these in mind can protect your loved ones from the cost and stress of a possible Will Contest.
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The New Certainties in Life: Death, Taxes, & ESTATE PLANNINGAs we review Biden's new proposed estate tax changes, having an estate plan in place is more important than ever and could considered a new "certainty" in life.
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The Horrors of Dying Without a WillWithout the proper estate planning documents, your loved ones can be thrown into the horror of settling an estate with no Will. Listen to our horror stories.
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Important Options to Consider if you Win the LotteryA Fort Worth man won a scratch off ticket worth $2.5million. If you're ever the lucky winner, there are important things to consider before claiming the prize.
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The Importance of Having a Proper Estate Plan in PlaceThese scenarios we have encountered as estate planning and probate litigation attorneys will stress the importance of having an estate plan in place.
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The Importance of Estate Planning and Special Needs Children - What Aretha's Death Teaches UsProblems could arise for Aretha Franklin's special needs son because she died intestate, meaning that she died without a Will.
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The Biggest Roadblock to Inheritance: Family ConflictA recent article put out by USA Today involved a poll of estate planning professionals on the biggest roadblock to inheritance…family conflict.
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3 Need-To-Know Statutory Durable Power of Attorney ChangesThere have been significant changes recently made to the Statutory Durable Power of Attorney. We will discuss the 3 most important changes.
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2nd Anniversary of Prince’s Death and Estate Still in LimboAs the 2nd anniversary of Prince's death approaches, the court battle over his estate continues and his heirs have not collected a cent.
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Modification of a Trust: Can you Lose your GST Exemption?The IRS recently issued a Private Letter Ruling where taxpayers were looking for clarification of interpretation on specific sections of an irrevocable trust.
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Who Gets The Remains?TX has strict laws as to who may authorize cremation and who has the legal right to control the remains.