Many clients ask, “How do I keep my house from going into probate when I die?”  A Transfer on Death Deed (“TODD”) is one way to do this.

What is a TODD?  In 2015, Texas enacted Chapter 114 of the Texas Estates Code, which created and authorized the TODD.  Its main purpose is to allow

The upcoming election and concern regarding potential changes have people asking questions about what they can do in 2020 to blunt the impact of a future change in the tax law.  One strategy for people with significant assets will be to give property away while the current tax laws are in place.

As many already

By: Jimmy Dupuis

In response to the COVID-19 disaster, Texas Governor Greg Abbott issued two orders allowing parties to notarize certain documents without a physical appearance before a notary public.  The orders suspend multiple statutes that require a face-to-face meeting, and they set out procedures that must be followed using video conference technology.

Estate Planning

Many people complete their estate planning documents, place them in a safe/drawer, and never think about them again. It’s an understandable pattern, but estate planning requires maintenance just like your house, your car, and the rest of your valuable assets.  So when should you review and update your will or trust?

In a perfect world,