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  • Beneficiary Designations vs. Your Will: Which One Wins in Texas?

    You may own various assets that allow you to execute a beneficiary designation, naming a loved one or multiple parties who will receive the assets after your death. Assets that may have beneficiary designations include life insurance policies, bank accounts, investment accounts, annuities, and pensions. Beneficiary designations can provide an alternative to passing assets outside…

  • Why Every Texas Will Can Benefit from a Self-Proving Affidavit

    When you create a will in Texas, witnesses must attest to it (except in certain circumstances). Those witnesses may later have to affirm the will’s authenticity during probate. However, a self-proving affidavit can make probate simpler and reduce the risk of legal challenges. A self-proving affidavit can eliminate the need for testimony to establish a…

  • Facing a Criminal Charge in Kaufman County vs. Dallas County

    Welcome to Kaufman County, located directly east of Dallas County. Although we share a border with Dallas County, our criminal justice systems could not be more different. Defense lawyers often say that crossing the county line into Kaufman is like stepping back in time 50 years. Any leniency that has developed in Dallas—for instance, regarding…

  • How to Properly Fund a Trust in Forney (And Why Unfunded Trusts Fail)

    You may create a trust to protect assets and pass them to family members after your death without the time and expense of probate. However, establishing a trust requires you to “fund” it. Failing to fund a trust could cause it to “fail,” potentially upsetting the objectives of an estate plan. As a result, you…

  • Estate Planning for Single Adults: Why You Still Need a Plan

    Many people may assume that only married couples and individuals with children or grandchildren need an estate plan to pass on assets to spouses or descendants. However, single adults may also face important considerations that may require an estate plan. Even single adults have assets and matters that an estate plan can address. An estate…

  • Spendthrift Trusts Explained: Protecting an Heir From Themselves

    You may decide to pass on the wealth you’ve spent your life building to your loved ones. However, you may agonize over how to leave family wealth to a loved one when you worry about how they might use – or misuse – that money. Fortunately, a spendthrift trust can provide you with an estate…

  • Community Property and Wills: What Forney Couples Need to Know

    Various laws can create unique rules for married couples and how they handle their property. However, one of the most important legal issues that married couples in Forney need to know when creating or revising wills includes Texas’s community property laws. As a result, couples who undertake estate planning need to know how community property…

  • Does Your Out-of-State Will Still Work After You Move to Kaufman County?

    However, if you move to Kaufman County after having written and signed a will in another state, does that will remain valid if you were to pass away in Texas? While out-of-state wills typically remain valid under Texas law, certain circumstances could potentially render a will invalid. Furthermore, a move to Kaufman County might provide…