When Is Probate Necessary Under Texas Law?
Probate is often seen as a complex legal process, but it plays a crucial role in settling a person’s estate after they pass away. In Texas, whether or not probate is necessary depends on several factors, including the size of the estate, the presence of a will, and how the deceased’s assets...
Probate Tips for Small Estates in Texas: Understanding the Unique Challenges
Probate can be a complex process, even for small estates. While Texas offers simplified probate options for qualifying smaller estates, unique challenges can still arise. If you’re managing the probate process for a small estate, understanding your options and the steps involved can help you navigate it more smoothly. Here, we’ll discuss...
How Probate Can Affect the Family Business in Texas
When a family business is passed down to the next generation, the transition can be challenging. If proper estate planning is not in place, the company could become entangled in probate—a legal process that could disrupt operations, cause disputes, or even jeopardize the future of the business. Let’s explore how probate can...
How Life Insurance Factors Into Estate Planning
Life insurance offers more than just financial protection—it’s a way to provide security and peace of mind for your loved ones. When unexpected events occur, a well-thought-out life insurance plan ensures that your family has the resources they need to cover expenses, maintain their lifestyle, and move forward. It can also be...
What Evidence Do I Need to Contest a Will?
Disputes over a loved one’s will can be deeply emotional and overwhelming. Whether you’ve noticed irregularities or feel something isn’t right, it’s natural to want answers. Contesting a will is about more than disagreements; it’s about ensuring fairness and protecting the true intentions of the person who passed away. Taking action may...
Can You Work Part-time While on Social Security Disability?
Social Security disability pays benefits to individuals who are unable to work because of a qualifying disability. Workers who become disabled may be entitled to Social Security Disability Insurance (SSDI) benefits. Low-income individuals who are disabled may be entitled to Supplemental Security Income (SSI) benefits. Under both disability programs, you may work...
Able Account vs. 529 Account: Comparing and Contrasting
When it comes to securing your financial future, choosing the right savings account can make a big difference. For families with educational needs or disability-related expenses, ABLE and 529 accounts each provide unique advantages. These accounts offer flexible planning and tax benefits, making it easier to set aside funds tailored to your...
Probate Costs: Understanding Fees and How to Minimize Them
Probate can be a complex and sometimes costly process, adding to the stress of losing a loved one. Understanding the fees involved in probate can make a difference in managing expenses and planning ahead. Probate costs in Texas vary based on the complexity of the estate, the assets involved, and any...
How to Amend an Existing Trust
Trusts are powerful tools for managing and protecting your assets, but life changes. You may have welcomed new family members, adjusted your financial goals, or seen changes in tax laws. These shifts often mean your trust needs an update to reflect your current situation and intentions. Making adjustments to an existing trust...
Probate for Small Estates: Simplified Processes and Options
Probate can seem daunting, but for small estates, Texas offers a way to make things easier. Whether you're managing the affairs of a loved one or planning ahead, knowing that there are options to simplify the process can provide some relief. You don’t need to get tangled up in lengthy court proceedings...