Probate law can be complex and confusing, particularly when it comes to interpreting a testator’s intent. In Patrick v. Patrick, the Texas Court of Appeals considered the question of whether a testator’s beneficiaries should be responsible for paying estate taxes on non-probate assets. In this blog post, we’ll review the facts and procedural history of...KEEP READING

When a loved one passes away, the probate process can be overwhelming and confusing, particularly if there are disputes over the distribution of assets or the appointment of an executor. In this blog article, we will explore a case study that highlights the legal issues that can arise during the probate process in Texas, especially...KEEP READING

Probate is an important but complex process, and it can be a difficult thing to navigate. That’s especially true if you’re unfamiliar with the laws in Texas, where the probate rules can differ significantly from those of other states. If you’re looking to learn more about the Texas probate process, this blog post is for...KEEP READING

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...KEEP READING

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...KEEP READING

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....KEEP READING

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...KEEP READING

What exactly is probate? It’s a legal process that takes place when someone dies, and it involves the distribution of their assets. While this may sound like a simple enough process, there are actually several different types of probate in Texas that you should be aware of if you are dealing with an estate or...KEEP READING

In Texas, there are two types of probate: independent and dependent. Independent probate is when the decedent left a will that names an executor, and dependent probate is when the decedent did not leave a will or the will does not name an executor. If you are named as an executor in a will, you...KEEP READING

If you need to file an affidavit of heirship in Texas, there are a few things you’ll need to do first. First, find a notary public or licensed attorney who can notarize the affidavit. Then, gather all of the required documents, which include a death certificate, a copy of the will (if there is one),...KEEP READING