Turning 18: Navigating the Legal MilestonesTurning 18 is a significant milestone in a young adult's life. While it marks the exciting transition to adulthood, it also presents some important legal...

Spring is in the air, and as many of us are dusting off the cobwebs, decluttering our homes, and breathing new life into our spaces, it's the perfect time to give your estate plan a fresh look, too...

Understanding the Probate ProcessProbate is the legal procedure for settling the estate of a deceased person, involving the distribution of assets according to their will, or state law if no will...

Unmarried couples face unique challenges in estate planning, often lacking the automatic legal protections afforded to married partners. Proper planning is essential to navigate the emotional and...

It's a common oversight in small businesses: neglecting to plan for the future. Many business owners are so consumed with the day-to-day operations that they overlook the importance of succession...

Recent Case History on the Constitutionality of the Corporate Transparency ActThe Corporate Transparency Act has been a subject of significant legal scrutiny and debate. Recent case law has focused...

The Corporate Transparency Act (CTA) is a significant piece of legislation aimed at increasing transparency in corporate ownership and combating illicit activities such as money laundering and tax...

The Corporate Transparency Act (CTA) is a significant piece of legislation aimed at increasing  transparency in corporate ownership to combat illicit activities such as money laundering and tax...

The Corporate Transparency Act (CTA) imposes new reporting requirements on non-exempt companies to enhance transparency and combat illicit activities. This blog post outlines the key deadlines for...

The Corporate Transparency Act (CTA) is significant legislation requiring immediate action by businesses. It aims to enhance transparency in corporate ownership and combat illicit activities. CTA’s...

As we get closer to 2025, many of us take the opportunity to reassess important aspects of our lives. While estate planning might not be at the top of everyone’s list, it’s a powerful step toward...

Many people see estate planning solely as a way to organize the distribution of assets after death. However, it's also a powerful tool for ensuring personal wishes are respected during one's...

Introduction For individuals with disabilities, managing finances can often be a complex task. Fortunately, the Achieving a Better Life Experience (ABLE) Act has paved the way for a powerful...

A past client contacted me and asked: “how do I revoke my Will?” (I am always grateful when past or present clients contact me with questions before it’s too late.)  I told him how and at the same...

In another blog post, I shared how I presented a copy of a Will and convinced the court to validate it (probate it) as the deceased husband’s Will. Go to: What Happens If They Can’t Find My Will?...

Recently, a client came in and hired me to probate her deceased husband’s will. She brought in her “Estate Plan” done by another lawyer. The Estate Plan was in a large, unopened envelope containing...

I just finished probating a will. It was different from my other probate cases. What made it different was my client and I weren’t presenting the case to the judge within four (4) years of the...

What is an executor’s job? I’ll answer this question and a few more. These questions usually come up when a will is probated, and the court appoints an executor. What are your responsibilities? An...

I previously posted articles about ways to transfer vehicle ownership without a Will or without the need for Probate. Here are both articles: Vehicles and Beneficiary Designations: Texas Has...

Can you re-title a vehicle without opening an estate? Yes, Texans, like you, may use an Affidavit of Heirship to support the title transfer. The Texas Department of Motor Vehicles has a form for...

Recently, I have addressed ways you may designate assets for beneficiaries without a Will or probate. Let me be perfectly clear: I have never written you don’t need a Will. Still, legally...

Here’s more of what you need to know. I recently wrote about the requirements and characteristics for a Texas Transfer on Death Deed. See The Texas Transfer on Death Deed: Do I Need One? [GlavyLaw]...