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As more and more baby boomers begin to inherit the estates of their parents, estate planning concerns are becoming more prominent for Texas residents and the rest of the nation. Indeed, according to a study that looked at the passing of wealth from generation to...
Texas residents in the process of putting together a will may wish to consider the importance of appropriately filling out the beneficiary paperwork on their insurance policies and various investment and banking accounts. Indeed, many individuals make one fatal estate...
A common component of the estate planning process is to try to limit an individual’s estate tax exposure. Estate tax planning strategies are typically employed by those of higher wealth and income brackets, depending on the state in which the person resides....
These days, the complexity of divorced and split families makes arguments over the assets in a deceased family member’s estate more likely. Estate disputes following one's death is an outcome that most estate planners will want to try to avoid at all costs....
A 97-year-old millionaire who died in 2012 did not leave behind any kind of will and testimony. As such, the fate of his $40 million estate continues to be in question. So far, authorities have failed at identifying beneficiaries who could be the legal heirs of the...
Many individuals may be under the common misconception that estate planning and wills are only for older Texas residents. However, age should not be considered a determining factor when it comes to deciding if it is time to draft a will or begin one's estate planning...
Texas residents may want to consider updating their estate plans with information pertaining to their digital assets. In the internet age, where people maintain vast amounts of information on the web, it can be very helpful to heirs and beneficiaries if preparations...
We have previously written on the importance of digital assets in estate planning ("Texas estate planning should include digital life," June 12, 2013). With digital media such a norm these days, this is still a crucial step in the estate planning process. This is true...
One of the primary benefits of estate planning is the peace of mind that one's family members will be less likely to fight over their inheritances after one passes. Since many Texas residents enter the estate planning process for this express purpose, it may be useful...
For an experienced estate planning professional, many of the questions one must ask regarding the estate planning process come second nature. Nevertheless, the average Houston resident may be at a loss for the kind of estate planning questions he or she needs answers...