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Dallas, Texas 75234

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Estate Planning

Our experienced Dallas probate attorneys specialize in estate planning, helping individuals protect their assets and ensure their wishes are carried out. Whether you need assistance creating a will, establishing trusts, or navigating complex tax considerations, our team is here to guide you through the process. Take control of your future today by scheduling an online consultation with our dedicated attorneys.


11lady bird
Lady Bird Deeds are a popular estate planning tool in Texas that allow property owners to retain a life estate while transferring their property to a designated beneficiary upon death.  The key benefit is that they can be revoked if situations or desires change.  But what about joint Lady Bird Deeds executed by both spouses? ...
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11Texas transfer on death deed
Transfer-On-Death Designations in Texas When it comes to estate planning in Texas, there are many different tools and strategies available. One option that is often overlooked, but can be incredibly useful, is the use of the transfer-on-death (“TOD”) designation. This designation can allow you to name beneficiaries for certain assets, which will then pass to...
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11Texas pour over wills
A pour-over will can be used in situations where privacy is a concern. This is especially true if the pour-over will is combined with a living trust. In this case study, we will explore the probate process of a pour-over will involving real estate owned by the decedent for 66 years. We will discuss the...
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It is said that everyone has an estate plan, some just happen to think through it and write it down. When it comes to managing your wealth and protecting your assets, having a comprehensive estate plan is essential as the default plan usually will not help you achieve your goals. The uncertainties of life, including...
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11IRA not probated
When a loved one passes away, it can be a difficult and overwhelming time for surviving family members. One of the tasks that often needs to be addressed is the distribution of the decedent’s assets. In Texas, if a person dies with a will, the will must be probated in order for the assets to...
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11Standard of Sound Mind to Execute a Valid Will
Probate law can be a complex and daunting process, especially when it comes to distributing the assets of a deceased person. Having a valid will can make the process of distributing assets in accordance with the decedent’s final wishes easier. However, the addition of a codicil to the will can sometimes complicate probate proceedings. A...
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Section 101 of the Internal Revenue Code generally provides that the proceeds from a life insurance policy are generally tax-free to the recipient if the recipient is the beneficiary of the policy and is receiving the proceeds as a result of the death of the insured. There are some exceptions to this general rule. For...
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11Federal estate tax increase
The IRS has announced that it will be increasing the estate and gift tax exclusions for 2023. This means that more money can be passed on to heirs without being subject to taxes. For those who are planning their estates, this is good news. However, it also means that more people will be subject to...
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11remove organs in texas
Dealing with the death of a loved one is an incredibly emotional time. Because it is so sensitive, there are legal remedies that allow members of a decedent’s family to recover for monetary damages if matters are not dealt with properly. One of the remedies is for negligent infliction of mental anguish. What is this?...
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11letter to attorney will
Introduction A will is a legal document that dictates what happens to your possessions and assets after you die. In Texas, a will must be in writing and signed by two witnesses, as well as the person making the will (the “testator”). The witnesses cannot be related to the testator by blood or marriage. There...
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