Why Estate Planning Is Different in Texas (and What Dallas Families Should Know)
When it comes to estate planning, one size doesn’t fit all, especially if you live in Texas. State laws shape everything from how your assets are divided to how smoothly your loved ones can handle things after you’re gone. And while online templates may seem convenient, they often fall short when...
Naming Minors as Beneficiaries: Why It’s a Risk and What to Do Instead
When you’re putting together an estate plan, it’s only natural to want your children to inherit what you’ve worked hard to build. Many parents assume that listing a child as a beneficiary on a life insurance policy or bank account is the easiest way to make sure they’re taken care of.
Pour-Over Wills Explained: How They Work With Trusts in Texas
If you’ve created a living trust to manage your estate, you may think your work is done. But what happens if you forget to transfer an asset into the trust before you pass away? That’s where a pour-over will comes in.
In this post, we’ll break down...
Keeping the Peace: Estate Planning Tips to Prevent Family Disputes
No one wants to imagine their loved ones arguing over money or belongings after they’re gone, but it happens more often than you’d think. Family disputes over wills and inheritances can cause lasting damage, especially when expectations aren't clear or the estate plan is incomplete.
The good news? With...
Are Your Beneficiaries Prepared for the Tax Impact of Their Inheritance?
When you think about estate planning, your focus is on protecting your assets and providing for loved ones. But just as important is this question: what happens to those assets once they’re inherited? More specifically, will your beneficiaries face a tax burden they weren’t expecting?
In Texas, there’s...
Beneficiaries Who Require Special Treatment During Estate Planning
Estate planning isn’t just about deciding who gets what. It’s about ensuring your loved ones are financially secure in a way that protects them from unnecessary risks. Some beneficiaries need extra consideration—whether it’s due to a disability, poor financial habits, substance abuse issues, or simply being too young to manage an inheritance...
Important Estate Planning Considerations When Nearing Retirement
Retirement is a significant life milestone but also a critical time to review your estate plan. As you shift from building wealth to preserving it, ensuring that your assets are protected and your wishes clearly outlined becomes more critical. Many retirees make the mistake of assuming their existing estate plan is sufficient,...
What Is Breach of Fiduciary Duty in Estate Planning?
Most people expect an executor or trustee to manage an estate with honesty and care. After all, fiduciaries are legally required to act in the best interests of beneficiaries. But what happens when they don’t?
Whether you’re a beneficiary concerned about protecting your inheritance or a fiduciary wanting...
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...

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...