Category Archives: Inheritance

The Importance of Special Needs Planning

If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading

Posted in Estate Planning, Financial Planning, Guardianship, Inheritance, Special Needs Issues, Special Needs Trust | Tagged , , , | Comments Off

Protections for Surviving Family in Probate Proceedings

Often times survivors of a decedent are afraid of probate, fearing the small amount in the estate will be eaten up by all the creditors and probate fees.  But in Texas, the legislature has created several protections for a surviving … Continue reading

Posted in Community Property, Debts, Homestead, Inheritance, Probate, Separate property | Tagged , , , , , , , , | Comments Off

Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

Posted in Estate Planning, Financial Planning, Inheritance, Probate, Uncategorized, Will challenge | Tagged , , , , | Comments Off