Texas Estate Planning Resources

Texas estate planning has unique rules that don’t exist in many other states. Below are Texas-specific videos and guides covering common mistakes, wills and trusts, community property, and incapacity planning.

The Texas Trust Mistake That Can Cost Your Family Hundreds of Thousands

Texas is a community property state, which means married couples can receive a full step-up in basis when one spouse dies. But many Texas couples are told to move their assets into a trust at the first death — and that can prevent those assets from receiving a second step-up in basis when the surviving spouse later dies.

Texas Power of Attorney Explained (What Every Adult Needs to Know)

You’ll learn how a properly executed POA can help your family avoid guardianship, why the statutory form is widely accepted by banks and financial institutions, and how this document fits into a complete Texas estate plan.