Category Archives: Estate Planning

Just Got Engaged or Had a Baby? How to Update Your Texas Will, Beneficiaries, and Powers of Attorney

Just Got Engaged or Had a Baby? How to Update Your Texas Will Beneficiaries and Powers of Attorney

Life events such as getting engaged or having a baby can significantly change your priorities. One of the most important things to do after these events is to update your estate planning documents. In Texas, this includes revising your will, beneficiaries, and powers of attorney to ensure that your loved ones are provided for according […]

Texas Muniment of Title vs Small Estate Affidavit: Which Fits a Parent’s Estate After the Holidays?

Texas Muniment of Title vs Small Estate Affidavit: Which Fits a Parent’s Estate After the Holidays?

When the holidays come to an end, many families are left facing not just the usual post-celebration fatigue, but the reality of managing a loved one’s estate. If a parent has passed away, the thought of sorting out their assets can seem daunting. However, in Texas, there are two legal processes that can simplify this […]

Year-End Estate Planning: 5 Updates to Make Before January 1st

Year-End Estate Planning 5 Updates to Make Before January 1st

As the end of the year approaches, it’s the perfect time to revisit your estate plan. Changes in your life and in the law might make your current plan outdated. Estate planning is a crucial step in protecting your legacy, ensuring that your wishes are honored, and that your loved ones are cared for. Here […]

Why Now Is the Best Time to Update Your Will and Trust Before 2026

Why Now Is the Best Time to Update Your Will and Trust Before 2026

The end of 2025 is fast approaching, and if you haven’t yet updated your will and trust, now is the time to act. In the ever-changing landscape of estate planning, changes in tax laws, probate processes, and healthcare regulations are expected by 2026, making it crucial to review and revise your estate plan to ensure […]

Why Your Will Is Not Enough to Protect Your Digital Assets

Why Your Will Is Not Enough to Protect Your Digital Assets

Think about everything you do online. You probably have social media accounts filled with memories or cloud storage with important documents. You might even have digital investments or online businesses. These make up your digital life —and just like your physical belongings, they need to be part of your estate plan. Without a plan, your […]

How to Talk About Estate Planning with Family Over the Holidays

How to Talk About Estate Planning with Family Over the Holidays

Estate planning can be an uncomfortable topic, especially when discussing it with family. However, the holiday season provides an ideal opportunity to bring up estate planning in a relaxed, non-confrontational way. This blog post offers practical strategies for starting the conversation, helping ensure that everyone is on the same page when it comes to protecting […]

End-of-Year Estate Planning Checklist What Texans Should Review Before 2026

End-of-Year Estate Planning Checklist What Texans Should Review Before 2026

As we approach the end of 2025, it’s essential for Texans to take time to review and update their estate planning documents. Estate planning is a vital process for ensuring that your assets are distributed according to your wishes, healthcare decisions are respected, and your loved ones are well taken care of after your passing. […]

When Can Beneficiaries Contest a Will in Texas Probate Court

When Can Beneficiaries Contest a Will in Texas Probate Court

Probate is the legal process that handles the distribution of a person’s estate after their death. If the person has left a will, it is usually validated through the probate court. However, in some cases, beneficiaries or other interested parties may feel that the will is invalid or that it does not accurately reflect the […]

How to Protect Your Family with a Living Trust Before the Holidays

How to Protect Your Family with a Living Trust Before the Holidays

The holiday season is a time for family, reflection, and thoughtful planning. It is also a time when many of us start thinking about the future and how to provide security for those we love. One of the best ways to protect your family’s financial future and ensure your wishes are honored is by setting […]