Estate Planning

TrustBridge Legal Announces Partnership with Texas Legal Insurance

TrustBridge Legal is proud to announce that we have partnered with Texas Legal, a legal insurance program available through the State Bar of Texas, to provide estate planning services to its broad network of members. This partnership strengthens our commitment to providing cost-effective legal services to our clients and enhances our ability to help families across the state find peace of mind with a personalized estate plan. Created in 1972 by the State Bar of Texas, Texas Legal is a non-profit Texas-based legal […]

How an Out-of-Hospital DNR Can Fill a Gap in Your Estate Plan

You’ve probably heard of an Advance Directive (also known as a “Medical Directive” or “Directive to Physicians”) or a DNR (Do-Not-Resuscitate Order), which allow you to decide in advance what, if any, life-sustaining measures you prefer if you become incapacitated or are faced with a life-threatening illness or condition. But there is another document, called an Out-of-Hospital DNR, that gives you similar control over how much medical treatment you receive if you find yourself outside the immediate care of a physician. What is […]

Why a Living Trust Should Anchor Your Estate Plan Instead of a Will

Will or trust? That is the question. No, this is not the opening of a bad Shakespearean tragedy – it’s the question most of us have to answer when considering our estate plans. Each of these asset transfer vehicles – a last will and testament (will) and a revocable living trust (trust) – has its advantages and disadvantages. But here are the reasons why we recommend all our clients start with a revocable living trust as the basis of their estate plan. 1. […]

How an Affidavit of Heirship Transfers Title Without Probate

When a loved one dies without a will, the process of distributing their assets can be a daunting, and often expensive, proposition. Probating an estate without a will can take months to accomplish, not to mention the hefty attorney’s fees and undue stress to the family and heirs of the decedent. But when the decedent has only a few assets to distribute – including real estate that requires title to be transferred – an affidavit of heirship can act as a convenient, cost-effective […]

How to Fund Your Revocable Living Trust

A revocable living trust (RLT) can be a great estate planning option to avoid probate and assure the private, and often seamless, transfer of your assets to your heirs. To be effective, however, your RLT must be funded properly, whether during your life or when you pass. The importance of funding a revocable living trust So you’ve consulted with an attorney and you’re now the proud owner of a revocable living trust. That’s great news, but if you don’t fund the trust timely […]

Should Your Texas LLC be Owned by a Trust?

The limited liability company (LLC) has become arguably the most popular business structure, because it offers personal liability protection for its member-owners and the flow-through tax advantages of an S corporation. Trusts are popular asset transfer vehicles that provide protection from creditors and probate avoidance. Using these two powerful planning tools together can create even greater asset and liability protection for business owners. So whether you’re still thinking about starting a company or already own an LLC, the benefits of this compelling combo […]

October is National Estate Planning Awareness Month

Okay, we have to own up to something. Officially, October 21-27, 2024 is National Estate Planning Awareness Week, but we are so passionate about providing peace of mind to our clients that we extended this important week into a whole month. It’s tough to convey all the value an estate plan brings you and your family in just one week, so we’ve decided to use the entire month of October to remind everyone of the importance of creating or maintaining an estate plan. […]

Have You Included a Personal Property Memorandum in Your Plan?

Congratulations! You’ve finished your will or living trust, and you’re basking in the peace of mind you’ve provided for you and your family. You pat yourself on the back, knowing that all your earthly possessions will be divided fairly and squarely amongst your loved ones, just as you wished. Life is good. But what happens if a few years down the road you decide to leave a specific asset to a specific person that wasn’t mentioned in your estate plan? Say you want […]

August is National Make-a-Will month

It’s our favorite month of the year. That’s right, August is National Make-a-Will month! It’s the month we remind everyone of the importance of creating or maintaining an estate plan. If you already have a plan in place, great job! You’re enjoying the comfort of knowing you and your family are protected. If it’s been a few years since you signed your documents, August is the perfect time to have your plan reviewed to make sure everything is still in order. Now if […]

11 Things to do in Texas Before You Die

Unfortunately this article is not about skydiving, visiting the Alamo, or riding a bull for the first time. Check out the Tim McGraw song or the Morgan Freeman movie if that’s what you were looking for. No, this is a more practical look at preparing for the inevitable. It’s easy to want to avoid discussing it, but it’s just as much a part of life as dream vacations and bull riding. Why wouldn’t you plan for it just like your retirement, your career, […]

RESOURCES

TrustBridge Legal Announces Partnership with Texas Legal Insurance

How an Out-of-Hospital DNR Can Fill a Gap in Your Estate Plan

Why a Living Trust Should Anchor Your Estate Plan Instead of a Will

How an Affidavit of Heirship Transfers Title Without Probate

How to Fund Your Revocable Living Trust

Should Your Texas LLC be Owned by a Trust?

October is National Estate Planning Awareness Month

Have You Included a Personal Property Memorandum in Your Plan?

August is National Make-a-Will month

11 Things to do in Texas Before You Die

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