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Smooth Estate Distribution with a Legal Will and Agreeing Recipients

Probate is the legal process of settling a deceased person’s estate, including distributing their assets and paying off any debts. In Texas, the probate process can be relatively straightforward, especially when there is a legal will in place and all recipients agree on the terms outlined in the will. This was the case for our […]

The Ins and Outs of Self-Proving Wills in Texas: A Case Study

Probating a will in Texas can be a complex process, but it doesn’t have to be. This case study will provide a detailed overview of the probate process in Texas, using a specific scenario as an example. The scenario involves probating a Will in Nueces County, Texas, where the Will is self-proving and names the […]

Undue Influence and Life Insurance Beneficiary Designation

When it comes to life insurance policies, it’s important to make sure that the beneficiary you have designated is the person you truly want to receive the death benefit. Unfortunately, there are situations where someone may use undue influence to change the beneficiary of a policy without the policyholder’s knowledge or consent. In this blog […]


Guardianship and Conservatorship in Texas Probate Courts

When a person becomes unable to make decisions for themselves or manage their own affairs, a guardianship or conservatorship may be established in Texas probate court. Both guardianship and conservatorship are legal processes that allow a court to appoint someone to make decisions and take actions on behalf of another person, known as the ward. […]

$2 Billion Powerball Win Highlights Need for Estate Planning

In Texas, the news of the recent $2 billion Powerball jackpot winner has brought attention to the importance of protecting wealth. Lottery officials announced that a single ticket holder took home the largest prize in U.S. history. But history has shown that many lottery winners find themselves in financial trouble within five years of hitting […]

When Tax and Probate Law Meet

Under U.S. tax law, gifts and inheritances are generally excluded from gross income. This means that you do not have to pay taxes on gifts or inheritances that you receive. However, there are some exceptions to this rule. For example, if you receive a gift of property that has appreciated in value since it was […]


6 Things a Texas Trust Beneficiary Should Know

When you’re the beneficiary of a Texas trust, there are certain things that you should know. From understanding the different types of trusts in Texas to knowing your rights as a beneficiary, these six things will help you navigate your way through the process. Whether you’re setting up a trust for someone else or establishing […]