Category: Asset Protection

Coordinating your Houston Estate Plan with Beneficiary Designations

Coordinating your Houston Estate Plan with Beneficiary Designations

As a Houston estate planning attorney, I help my clients with all aspects of estate planning in Texas, including wills, trusts, powers of attorney, and documents naming guardians for children.  One aspect of an estate that is often overlooked pertains to beneficiary designations for life insurance policies and retirement assets, such as IRAs and 401(k) […]

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Asset Protection for Retirees in Texas

Asset Protection for Retirees in Texas

As a Houston estate planning and probate lawyer, I am often asked questions from clients and prospective clients about how they can protect their assets.  This is especially important for retirees in Texas, who may have limited resources after they stop working.  For these Texans, asset protection is especially important.  While there is no magic […]

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Houston estate planning for blended families

Houston estate planning for blended families

According to the Pew Research Center, 40% of American adults have one or more step-relatives.  While many step-families get along well, for those that don’t it can get really messy and it will affect more than one family, meaning the damage, both emotionally and financially can ultimately be very widespread.  This can make estate planning […]

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