Articles

Most families assume that if there’s a will, they automatically need probate in Texas—but that’s not always true. As an estate planning and probate attorney in Texas for nearly 20 years, I’ve seen families spend thousands of dollars and months of time navigating probate when they didn’t have to. In many cases, I’ve helped clients […]

I met with a client from Lakeway last month who had spent decades building a successful business. Now in his late 60s, he was thinking about his legacy. He had two primary goals: supporting his favorite environmental conservation organization and ensuring his wife would have income for life.  “I want to make a significant donation,”

I met with a client from Georgetown last week who looked absolutely exhausted. When I asked how she was doing, the floodgates opened. She’d been caring for her 84-year-old mother with Parkinson’s for the past three years while also working part-time and raising teenagers.  “I feel like I’m drowning,” she admitted. “I love my mom,

I met with a client last week—a wonderful woman in her early 70s from Round Rock. As we finished reviewing her estate plan, she said something that caught me by surprise: “You know, I never expected to be this happy at my age. Everyone talks about ‘the golden years’ like they’re being sarcastic, but I’m

Let’s Clear Up the Myths Look, I hear this all the time from folks who walk into my office. “Tom, if I put my house in a trust, doesn’t that mean I’m giving up control?” They’ve got this worried look on their face, like they’re about to hand over the keys to a stranger. And

Last month, I sat across from a couple in my Cedar Park office who had recently completed their IVF journey. They had a healthy baby girl and still had several embryos in storage. When I asked about their plans for those embryos if something happened to either of them, they exchanged worried glances.  “We never

As a busy Texas business owner, I know what it’s like to watch the sunrise from behind a computer screen, with breakfast being the last thing on your mind. Between checking emails, preparing for meetings, and managing a busy household, the morning rush can feel overwhelming. But what if I told you that you could