Estate Planning

In Texas, a person who wants to appoint someone else to make medical treatment decisions on his or her behalf can use a medical power of attorney. The person making the medical power of attorney is called the “Principal”. And the person appointed by the Principal to act on the Principal’s behalf to make medical […]

In Texas, a person who wants to appoint someone else to act on his or her behalf in financial transactions can use a statutory durable power of attorney. The person making the durable power of attorney is called the “Principal”. And the person appointed by the Principal to act on the Principal’s behalf on the

A special needs trust is also called a supplemental needs trust and is a trust that provides for the supplemental needs of a disabled individual who will qualify for needs-based public assistance such as Supplemental Security Income (SSI) or Medicaid. A special needs trust can be a living trust or a testamentary trust. Special needs

A testamentary trust is a trust created by a Will. A testamentary trust is not activated until the person who made the Will dies and the Will has been admitted to probate. A testamentary trust is one way to provide for a surviving spouse and children during their lifetime, while still controlling the ultimate disposition

A revocable living trust is a document separate from a Will that allows you to administer and distribute your estate assets during your lifetime and after death. A revocable living trust is a trust that can be amended, changed, or revoked during the lifetime of the person making a trust. All living trusts in Texas

A Will is a legal document that tells your beneficiaries, such as your family and friends, and the probate court, what your plans are concerning the management and distribution of your assets after you die (your “estate”). The person making the Will also appoints an Executor. In Texas, the Executor is responsible for offering the