Monthly Archives: November 2024

How to Include Oil and Gas Interests in Your Estate Plan

Oil and gas interests need attention in an estate plan. These valuable assets, whether they are mineral rights, royalties, or working interests, require careful planning to ensure they are managed and distributed efficiently after your death. Using a trust in your estate plan can help streamline the transfer of these assets and prevent complications that […]

How to Handle Asset Changes in a Revocable Trust

Your revocable trust doesn’t need to change every time you add or remove assets. There are exceptions, which we explain below. Watch Austin Explain: Funding a Trust: Easier Than You Think Watch Austin B. Butts, JD, discuss this topic. Assets are Tied to the Revocable Trust on the Asset Side, not on the Trust Side […]