Estate Planning

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Articles

6 Critical Mistakes to Avoid When Estate Planning with Your 401(k) or IRA in Texas

Don't make these costly mistakes! Learn the 6 critical errors Texas residents make with their 401(k) & IRA beneficiary designations that can override your Will, create huge tax bills, and disinherit y... ...more

Estate Planning

October 31, 2025•5 min read

Revocable vs. Irrevocable Trusts - The Ultimate Texas Guide

Revocable vs. Irrevocable Trusts: Find the right Texas trust for asset protection, tax savings, and probate-free estate planning. ...more

Estate Planning

October 23, 2025•9 min read

TODD vs. Lady Bird Deed in Texas: Which Probate-Avoidance Tool is Right for You?

TODD vs. Lady Bird Deed? This guide compares Texas probate-avoidance deeds, covering creditor risk, POA use, and which is best for your estate plan. ...more

Estate Planning ,Probate

October 23, 2025•7 min read

Avoiding Bank Account Pitfalls After Death - Essential Tips for Texas Estate Planning

Avoid frozen bank accounts after death in Texas. Learn estate planning tips on POD designations, joint accounts, and probate to protect your family's finances. ...more

Estate Planning ,Probate

October 23, 2025•6 min read

How to Secure Your Legacy: Your Guide to Estate Planning

Understanding Estate Planning in Texas can be an overwhelming thing. In this article you'll learn how to secure your legacy with the right Estate Planning. ...more

Estate Planning

January 11, 2024•3 min read

9 Essential Steps Before Hiring an Estate Planning Attorney

Follow these 9 essential steps before hiring an estate planning attorney to ensure a secure future for your estate and avoid potential issues. ...more

Estate Planning

November 15, 2023•4 min read

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