Making Lifetime Gifts Free From Gift Tax

Your Will is not the only mechanism for transferring your assets to family members. Often, it makes sense to give family members financial gifts or gifts of property while you are still living. Those gifts may help an adult child … Continue reading

Testamentary Trust

Preparing your estate plan, in particular a will or revocable living trust, allows you to give what you own, to whom you want, in the way you want them to receive it. Planning for the possibility of dying when your … Continue reading

Estate Planning in the Hill Country: What Every Landowner Needs to Know

Thomas Hall will be presenting at the Cibolo Nature Center in Boerne on September 21, 2016. His presentation titled “Estate Planning in the Hill Country: What Every Landowner Needs to Know” will cover estate planning specific to rural landowners, including … Continue reading

The Importance Of A Carefully Developed Estate Plan

The most frequent comments I hear are, “We thought about getting our wills done, but we got too busy,” or “We put off getting wills because it was so hard to decide who would be our Executor or guardian for … Continue reading

Estate Planning with Blended Families

It is estimated that about 65% of remarriages in America involve children, making them what we have come to call “blended families.” These families face unique challenges in planning how to protect loved ones and pass on assets to the … Continue reading

New Deed Good For Texas Families

Families often believe that when two people, such as spouses, own real property together and one owner dies, the property automatically vests in the surviving owner.   In reality, joint owners of real property in Texas must go through a probate … Continue reading

Young Adults & Families Need Estate Plans

  In a meeting of rural landowners talking about estate planning, one young man offered a piece of wisdom. He said that one of the best gifts his parents gave him when they died was a well-designed estate plan.  His … Continue reading

What Happens When Will Is Protested?

“You don’t know a man until you divide an estate with him.”  -Mark Twain “. . . a will is more apt to be the subject of litigation than any other legal instrument.” -Leon Jaworski  in an address to the … Continue reading

What is Probate? An Overview of the Probate Process for Owners of Rural Texas Land

When someone dies owning Texas land, including oil, gas and mineral interests, these assets and everything else they own – cash, stocks, bonds, life insurance, retirement accounts, cars, household goods — comprises their estate. That person’s estate must be distributed … Continue reading

The Importance of Updating Your Estate Plan

  The year 2000 was not that long ago – – right?  It least it feels that way to me.  But, for most of us, many changes have occurred – both expected and unexpected.  Imagine a family with two elementary … Continue reading