Latest Blog Posts

What Is Probate And How Does It Work?

Posted on: May 20th, 2012
Probate is the legal process of transferring title of the Decedent’s (the one who passed away) assets from the Decedent, to the heirs or beneficiaries. Probate is necessary because in order to transfer assets a signature is ordinarily required. However, when someone has passed away they are no longer able to sign. Therefore, the court appoints an executor (a person chose by the Decedent) or an Administrator (a person chosen by the Court) to provide that signature and “stand in the shoes” of the Decedent....

How Will My Assets and Estate Pass To My Spouse, Children, and Beneficiaries?

Posted on: May 19th, 2012
There are two basic ways to leave gifts to your heirs or beneficiaries: outright or in trust....

Can I Use The Internet To Create My Own Estate Planning Documents?

Posted on: May 17th, 2012
In short, “yes, you can.” Perhaps a better question is, “Should I create my own estate planning documents?” ...

Should I Update My Estate Plan?

Posted on: May 12th, 2012
Yes, absolutely. No question about it. I could make this one of the shortest and easiest to read posts, but allow me to elaborate on my answer....

How Can I Avoid Probate?

Posted on: May 12th, 2012
Probate in Texas is normally not that difficult. However, it is kind of like elective surgery; it is not absolutely necessary and it costs money. In addition, Probate is a public process....

How Do I Fill Out The Beneficiary Designation Form For My IRA or 401(k)?

Posted on: May 9th, 2012
Beneficiary Designation forms are the instructions for the custodian of the IRA or life insurance company that tell them what to do with the funds in the accounts when it is time to distribute them. Life Insurance, IRAs and other Qualified Plans, and Annuities pass by beneficiary designation form....
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