ESTATE PLANNING BLOG

December 23, 2014
Planning for Estates in Houston - Money

Charitable giving as part of your Houston estate plan

With the holidays in full swing and the end of the year quickly approaching, now is a great time to consider many those last minute charitable […]
December 13, 2014

Houston Estate Planning – What does a Texas trustee do?

With many people in Texas utilizing revocable living trusts as the backbone of their estate plans, the question often arises as to what are the duties […]
December 12, 2014
houston estate planning nest egg

Is a Roth IRA conversion a good fit for your Houston Estate Plan?

A common question people have regarding their retirement plans is whether they should convert their traditional IRA to a Roth IRA.  The answer depends on a […]
December 10, 2014

Preventing Problems with Trustees and Beneficiaries in Texas Trusts

As a Houston estate planning attorney, one of the issues that comes up is the relationship between a trustee of a Texas trust and the beneficiaries […]
December 5, 2014
Planning for Estates in Houston - Money

Why Houston Couples May Need to Update Their Estate Plans

A recent article in The Woodlands Villager pointed out the importance of updating your wills if you are married.  Estate tax changes in the last several […]
December 3, 2014
Two kids laying down

Leaving Your Estate to your Houston Heirs

A common misconception among Houston families is that you have to be wealthy in order to provide something for your children when you die.  As discussed […]
November 27, 2014
Houston family

How Stepchildren may Affect your Houston Estate Plan

Blended families have become become commonplace over the last few decades, in Texas as well as across the U.S.  As a Houston estate planning attorney, many […]
November 26, 2014
Houston Probate Attorney

Houston Estate Planning for Out-of-State Property

If you are a Texas resident and own real estate outside of Texas, you may not be aware that after you die some sort of ancillary […]
November 25, 2014
Investment and Financial Planning Houston

Estate Planning and Texas Homestead Protections

In Texas, your primary residence is protected under the state constitution.  Texas has an unlimited homestead exemption with respect to your general creditors, which means that […]
November 22, 2014

Houston Real Estate Market Continues to Rise

If you have lived in Houston, Texas for any amount of time, you have no doubt noticed the increase in property values that has occurred over […]