Everything You Need to Know about Special Needs Trusts in Texas
When a loved one has special needs, planning for their long-term care is one of the most meaningful steps a family can take. Here in Texas, Special Needs Trusts (SNTs) are primary tools for ensuring your loved one’s financial security without disrupting their eligibility for important government benefits like Supplemental Security Income (SSI) and Medicaid. […]
Smart Planning for Smart Spending: Using Trusts to Guide Your Children’s Financial Choices
One of the most important aspects of estate planning isn’t just what you leave behind, but how it’s used. For many parents, the goal isn’t simply to pass on wealth, but to pass on financial wisdom. Trusts offer a powerful way to do that by allowing you to set clear conditions on how and when […]
What to do When Will Contests Terrorize You
Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to what happens when that beneficiary or any other tries to have the estate plan or portions thereof overturned. An “in terrorem” or “no contest” clause usually acts as a deterrent to such beneficiaries by completing divesting them of their inheritance should they choose to initiate a lawsuit