Estate Planning

Estate planning is not just for the wealthy; it’s about making your wishes known and protecting your loved ones. Even a modest estate can create significant challenges for your family if there are no clear instructions in place. A well-crafted plan allows you to choose guardians for minor children, assign decision-makers, and provide for your family with less confusion and stress. It also helps minimize unnecessary legal costs and delays during an already emotional time.

If you pass away without a will, Texas intestacy laws determine how your assets are distributed. This process may not align with your personal wishes or your family’s needs. The court will appoint an administrator and distribute property according to a strict formula, which can lead to unintended consequences. Creating a will allows you to maintain control and ensure your estate is handled according to your preferences.

The probate timeline varies depending on the size and complexity of the estate, as well as whether disputes arise. In many cases, probate in Harris County lasts between six months and a year, though larger or contested estates can take longer. Having an organized estate plan with updated documents can significantly reduce delays and simplify the process for your loved ones.

Many families benefit from incorporating both into their estate plans. A will ensures that any assets not held in a trust are distributed according to your wishes and allows you to name guardians for minor children. Trusts, on the other hand, can help avoid probate, offer more control over distributions, and provide privacy. We evaluate your specific needs and recommend the right combination for your circumstances.

Yes. International estate planning requires careful coordination to ensure compliance with both U.S. and foreign laws. We develop strategies that minimize tax exposure and address cross-border issues to make asset transfers as smooth as possible. This approach protects your legacy while avoiding potential legal conflicts between jurisdictions.

It’s recommended to review your plan every three to five years or after significant life changes such as marriage, divorce, the birth of a child, or major changes in your financial situation. Regular updates ensure your documents accurately reflect your current wishes and remain compliant with any changes in Texas or federal law. Keeping your plan current provides peace of mind for you and your family.

Not every estate needs to go through full probate. Tools like payable-on-death accounts, transfer-on-death deeds, and properly structured trusts can allow certain assets to bypass the process. However, without a comprehensive plan, most estates will still require some level of court involvement. We help design strategies to minimize or eliminate probate where possible to make things easier for your loved ones.