Charitable Lead Trusts vs. Charitable Remainder Trusts in Texas
Looking to leave a lasting impact on the causes you care about while managing your finances and taxes? Charitable trusts make it possible. They allow you to give to charity, enjoy tax benefits, and plan your estate strategically. You need to know the legal and tax details of both charitable lead trusts...
Small Business Legal Representation in Fort Worth: Common Pitfalls
As a small business owner in Fort Worth, you’re probably focused on growing your company and serving your customers—which can make it easy to overlook potential legal issues. Unfortunately, even simple mistakes can lead to major headaches or put your business at risk. Having the right legal support can help you avoid...
SSD for Multiple Illnesses: How the SSA Evaluates Combined Conditions
If you have two or more impairments, the Social Security Administration (SSA) reviews every medical condition that affects your ability to work. It does not base its decision on one diagnosis alone. Instead, it examines how all of your physical and mental conditions interact and limit your daily functioning. The SSA calls...
Social Security Disability for Lupus in Texas
Lupus is an autoimmune disease that causes the immune system to attack healthy tissues. Systemic lupus erythematosus (SLE), the most common form, can affect the joints, skin, kidneys, lungs, heart, and nervous system. For those with lupus, symptoms like joint pain, fatigue, and cognitive problems are common and make it difficult to...
How To Update Your Estate Plan After Major Life Events in Texas
Estate planning is not a one-time task. While creating a will or trust is an important first step, life rarely stays the same for long. Marriage, divorce, children, and financial changes can all alter your goals and your legal needs. In Texas, keeping your estate plan current is just as important...
Do I Still Need a Will If I Have a Trust?
It’s a common question: if you’ve set up a trust, do you still need a will? Many people assume that creating a trust eliminates the need for other estate planning documents, but that’s not the case. A trust is an effective way to manage and distribute property; however, a will often remains...
A Guide to Special Needs Trust Requirements in Texas
Families who have loved ones with disabilities often worry about how to provide long-term financial support without jeopardizing eligibility for government programs. A special needs trust (SNT) is one of the most effective solutions. These trusts enable families to set aside money or property to enhance the quality of life while...
Digital Assets and Estate Planning: What Texans Need to Know
When most people think about estate planning, they imagine houses, cars, and bank accounts. Today, however, your estate may include far more than physical property. From online banking apps to cryptocurrency wallets, email accounts, and family photos stored in the cloud, digital assets are now an essential part of planning for the...
What Executors Should Know About Resolving Disputes During Probate
Serving as the executor of an estate is an important responsibility. In addition to collecting assets, paying debts, and distributing property, you may also find yourself in the middle of family disagreements. Probate disputes are common, and they can quickly turn a straightforward process into a stressful one. This blog examines...
The Importance of Avoiding Duplicate Estate Planning Documents in Texas
When it comes to estate planning, clarity is everything. Having duplicate or conflicting documents, such as more than one will, multiple powers of attorney, or overlapping advance directives, can create confusion for your loved ones and the Texas courts. Instead of making your wishes more straightforward to follow, duplicates often slow down...