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Estate Planning

Friday, August 11, 2017

Tortious Interference with Inheritance Rights Under Texas Law


Can I file a claim for tortious interference with inheritance rights if someone has reduced or eliminated my inheritance?

Inheritances can be wrought with controversy.  Disputed wills, trusts, or other estate plans may lead to family members losing part or all of their inheritance.  When a person believes that a family member or some other third party has wrongfully caused their inheritance to be reduced or eliminated, he or she may consider filing a claim for tortious interference with inheritance rights.
Read more . . .


Monday, August 7, 2017

Do You Have Any Idea How Much Digital Exhaust You Are Emitting?


Do you have any idea how much “digital exhaust” you are emitting? If you have no idea because you have never heard of the like, don’t worry, you aren’t alone. Digital exhaust is a new term tech companies have come up with to describe the digital assets and output of the average person.


So much of our lives are connected to the digital world that we leave a trail of accounts and data in our wake.
Read more . . .


Friday, July 14, 2017

Debt Can Haunt Loved Ones From Beyond the Grave


A lot of estate planning advice focuses on how to pass on wealth to the next generation. This is important information, but ignores the fact that assets aren’t the only thing that are passed on after a death. Debts are often passed on as well.

A recent article in Time highlighted a new study that found “…73% of American consumers die in debt.
Read more . . .


Sunday, June 11, 2017

Beyond Wills and Trusts: Creative Estate Planning Tools


Besides wills and trusts, what other estate planning tools could benefit my family?

When most of us hear the term estate planning, we think of wills.  Wills are perhaps the most common estate planning tool, and for a good reason.  With a will, you can dictate who will receive what assets, allowing you control over your legacy.  In addition to having a will, many people utilize trusts as a part of their estate plan.  Trusts allow you to bypass the probate process, saving time and money.
Read more . . .


Monday, May 29, 2017

Don’t Store Your Will In Your Safe Deposit Box


Where do you store all of your important documents? If you are like most people, the answer is probably in a locked, fireproof box or safe, or at the bank in a lockbox. These are good places to store important documents because your documents will be protected from fires and other disasters, and they are safe from burglars, but when it comes to your estate planning documents, you may want to rethink your safe storage solution. Unless several family members have access to your safe or lockbox, some of your final wishes might get ignored.
Read more . . .


Monday, April 17, 2017

Three Pending Bills Could Impact Estate Planning in Texas


What changes to estate planning laws could come this year in Texas?

In this 85th regular session of the Texas Legislature, lawmakers are weighing a wide variety of proposed law changes.  Three pending bills could impact estate planning and elder law in Texas.  Anyone who has been putting off creating an estate plan or may soon be named as an agent in an elderly loved one’s estate plan should carefully review these proposed laws and amendments to existing laws as they may directly affect you or your loved ones.  Round Rock, Texas residents are encouraged to consult with an Read more . . .


Thursday, April 6, 2017

Long-Range Planning Is Critical In Museum Building And Estate Planning


Unless you have been living under a rock, you know that Round Rock is getting a new museum. The Williamson Museum is opening a living history branch in a couple of historic buildings at 8 Chisholm Trail Road near Brushy Creek sometime in the next couple months. The museum will feature volunteers dressed in costume, portraying life as it was in Round Rock back in the 1870s. This museum will be a wonderful addition to our community because it will help us pass down an appreciation for history, and knowledge about the roots of our community, to the next generation.

In a way, every Read more . . .


Tuesday, February 28, 2017

The “Anna Nicole Smith Case” Drags On


How bad do you think a probate case has to get before the judge says, “I beg you to recuse me. I don't want to deal with you people anymore.”? The answer is pretty bad.

Texas Probate Judge Mike Wood has been presiding over the lawsuit filed when Anna Nicole Smith’s husband, J. Howard Marshall II died in 1995 for decades, but he has now thrown up his hands a removed himself from the case.


Read more . . .


Sunday, February 26, 2017

Veterans Deserve Better


According to the U.S. Department of Veterans Affairs, there are 1.6 million veterans living in Texas. Yet only a fraction of these vets are getting all of the benefits they deserve.


Read more . . .


Monday, January 23, 2017

A Look At Sam Houston’s Will


Sam Houston is one our state’s most beloved patriarchs. As the inscription on his tomb suggests, he was:

A Brave Soldier. A Fearless Statesman.

A Great Orator—A Pure Patriot.

A Faithful Friend, A Loyal Citizen.


Read more . . .


Wednesday, December 28, 2016

A New Year’s Resolution That Does Not Require Calorie-Counting


A New Year’s Resolution That Does Not Require Calorie-Counting

Are you planning on setting a New Year’s resolution? If so, you are in good company. 45% of all Americans usually make New Year's resolutions, and 17% infrequently do so. This sounds pretty good until you consider only 8% of people keep their resolutions. Probably because most of them require extreme behavior modification, and, horror of horrors, calorie-counting! Why not set a resolution for 2017 that is easy to accomplish and calorie-counting free? Read more . . .


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