You don’t have to avoid this

You don’t have to avoid this

Today, this tip is being reposted by request of clients and friends! We’ve received many calls from people wanting to change their Will over to a Trust. The sole reason mentioned: to “Avoid Probate”.   May we challenge the thinking on this and help bring...
You don’t have to avoid this

Two shortcuts.

There are no shortcuts in life (they say) but when it comes to a deceased’s estate upon death these may count:  Shortcut #1 – Muniment of Title: If the deceased’s estate meets the criteria below then it is eligible for muniment of title which allows assets to...
What’s the Law Series: Probate (Part 2)

What’s the Law Series: Probate (Part 2)

  Estate Administration: Why Do I Need a Will? In our latest post, we discussed the difference between a Small Estate Affidavit and Muniment of Title. Those two alternatives are typically cheaper and faster than a full estate administration. Sometimes, however,...
What’s the Law Series: Probate (Part 2)

What’s the Law Series: Probate (Part 1)

No Will Affidavit Method vs. Short Method with Will   Texas law provides for four types of actions to take place in the court with regard to the estate of a deceased person (“Decedent”): Collection of Small Estates Upon Affidavit or No Will Affidavit Method;...
Probating a Will: The Necessary Steps

Probating a Will: The Necessary Steps

Probating is the process in which a person’s will proved valid by a court. After that, the court will identify property, appraise said property, pay taxes and then distribute the remaining property according to that state’s law.