Houston Texas Estate and Probate Blogs and News

There are many types of Probate procedures. These procedures vary considerably in each state. Texas has more than one kind of procedure, although not all probate procedures are available to all estates. We will be publishing a four-part series on the different types here in Texas. In this article we will discuss the Small Estate […]

Many of us have heard about estate planning for when you pass away. Estate planning allows you to make it clear who should make decisions for your if you become incapacitated and then how to divide your assets once you pass away. Its aim is to provide peace of mind for you and your loved […]

As high school graduation nears, there are so many things that can take up the attention of you and your child- prom, graduation and getting ready for the new experience of college. In all the prepping for what is to come, it is easy to overlook one very important decision. In Texas, the legal age […]

If a loved one has appointed you to be their Independent Executor/Executrix in the event of their death do you know what that really means? It can be confusing and a little scary but here are some things to keep in mind. What is an Independent Executor? First things first, what IS an Independent Executor? […]

When a loved one passes the last thing you want to do is worry about the estate and probate process, however, there are a quite few items you need to know about. Let’s start with talking about the legal considerations and other important items to keep in mind. If you were assigned as the Power […]

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, passed in 2019. This bill initially aimed to increase access to tax-advantaged accounts and to prevent older Americans from outliving their assets. Any estate plans that were created prior to January 1, 2020, should be reviewed to see if the […]

Legal Considerations Your Client Should Keep in Mind After your client’s loved one has passed away, anyone authorized by a power of attorney to act on the now deceased person’s behalf is no longer valid. Therefore, for example, if a family member was in charge of paying the deceased person’s bills as an agent under a […]

At Heirloom Legal, PLLC we have spoken a lot about the importance of estate planning, but we have not yet touched on how estate planning works with blended families. A blended family is where one or both partners have children from a prior marriage. Estate planning can become challenging as each partner may want to […]

When creating your estate plan, it might be necessary for you to consider a revocable living trust as part of your plan. In Texas, the probate laws can be fairly efficient (depending on your family make up and dynamic); however, other times they can seem complex and potentially detrimental to the value of your estate […]

A power of attorney (“POA”) is a document that allows you to appoint a person or organization to manage your property, financial, or medical affairs on your behalf. In Texas, we cannot combine a medical POA and a financial POA, they have to be in separate documents. If you have created a POA (or POAs) […]