Expert guides, practical tips, and the latest updates on probate and estate settlement.154 in-depth guides • 66 blog posts
How revocable living trusts work in Texas to avoid probate under the Texas Trust Code. Learn how to create and fund a trust, the role of a pour-over will, how trusts compare to TODDs and other probate-avoidance tools, and costs.
Selling inherited property in Texas requires clear title first. Learn how the step-up in basis reduces capital gains, when you can sell, how to handle homestead property, and how to split proceeds among multiple heirs.
How the federal step-up in basis under IRC § 1014 works at death, why Texas community property gives both spouses a full step-up, real-number examples, and which assets do and don't qualify.
Texas Transfer on Death Deed (TODD) guide. Learn how to create and record a TODD under Texas Estates Code §§ 114.001–114.151, requirements, revocation, and how it compares to other probate-avoidance tools.
How to administer a Texas trust after the grantor's death. Learn trustee duties under the Texas Trust Code (Property Code Chapter 112), accounting requirements, beneficiary rights, and how trust administration differs from probate.
Texas will contests explained. Learn the grounds for challenging a will under Texas Estates Code §§ 256.201–256.204, who can contest, the 2-year deadline, and how in terrorem clauses work under TEC § 254.005.
How to protect your cryptocurrency, social media, and online accounts after death or incapacity using RUFADAA and digital estate planning.
What to update in your estate plan after divorce, marriage, a new baby, death of a spouse, buying a home, or retirement.
When and how to start planning for aging parents. Covers Medicaid planning, long-term care, VA benefits, and organizing essential documents.
How QTIP trusts, prenuptial agreements, and beneficiary designations protect both your spouse and children from prior relationships.
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