Author Archives: Austin

What is Probate in Texas?

What Is Probate in Texas? Probate is the legal process of settling a person’s estate after they pass away. It involves proving a will’s validity, appointing an executor, identifying property, paying debts, and distributing what remains to heirs or beneficiaries. While that may sound straightforward, the probate process in Texas can take months, sometimes more […]

Financial Agent Guide for Texas Residents

Choosing the right financial agent is one of the most important decisions you’ll make when planning for the future. A financial agent handles your assets, pays bills, and manages investments if you become unable to handle these tasks yourself. Picking someone you trust—and who has the skills to manage different types of assets—ensures that your […]

Avoid Mistakes with Beneficiary Forms

Many Texans mistakenly believe that filling out beneficiary forms is enough to handle what happens to their property after they pass away. While these forms are important, they are not a replacement for a comprehensive estate plan. Relying only on beneficiary designations can create major problems for your loved ones—problems that could have been avoided […]