Tax Planning
Understanding Federal Estate and Gift Taxes: What Texans Need to Know
Texas has no estate tax, but the federal estate and gift tax still applies to larger estates. How the exemption, annual gifting, and spousal portability work.
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Trusts
Revocable vs. Irrevocable Trusts in Texas
Revocable and irrevocable trusts serve very different purposes. How each works under Texas law, and which fits your goals for control, probate, and asset protection.
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Estate Planning
How to Avoid Probate in Texas
Probate in Texas is often simpler than people fear — but avoiding it can still save your family time and money. The tools that reliably keep assets out of probate.
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Estate Planning
The Complete Guide to Estate Planning in Texas
A comprehensive overview of estate planning in Texas — including wills, trusts, probate, estate taxes, and how to get started with a plan that protects your family.
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Estate Planning
What Happens If You Die Without a Will in Texas?
If you pass away without a valid will in Texas, you are said to have died “intestate.” In that case, Texas law — not you — decides who inherits your property.
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Estate Planning
The 5 Essential Estate Planning Documents Every Texan Should Have
Many people assume estate planning is only necessary for the ultra-wealthy or elderly. In reality, nearly every adult in Texas can benefit from having a properly prepared estate plan in place.
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Estate Planning
Estate Planning for New Parents in Texas: A Guide to Guardianship, Trusts, and Protecting Your Family
Becoming a parent changes everything, including the urgency of having an estate plan.
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