April 11, 2023 - Andrew Dunlap Attorneys PLLC

Using a Lady Bird Deed for Effective Estate Planning

A Lady Bird Deed, formally known as an “enhanced life estate deed,” is a powerful estate planning tool available in Texas that offers significant advantages for those seeking to protect assets, streamline property transfers, and avoid costly probate proceedings. It is particularly beneficial for homeowners aiming to preserve their homestead

3 Major Mistakes to Avoid When Drafting a Power of Attorney

Power of attorney is a legal tool that allows a person to grant someone else authority to act or make decisions on his or her behalf. Whether it is for financial matters or health matters, an individual — referred to as the principal — can appoint an agent to carry

Does Muniment of Title Shorten the Probate Process?

When a person dies, his or her assets are often turned over to a probate court. The probate court’s job is to make sure the assets are transferred according to the decedent’s will. If the person died intestate — meaning without a will — then the court will identify heirs and

How Does a Special Needs Trust Help Elder Beneficiaries?

As the adult population grows older, there is an increasing number of elderly Americans who require financial assistance. However, public benefit programs have certain income requirements that disqualify a significant portion of applicants. In these cases, a special needs trust may be used to help older disabled adults access public

Why Would You Consider a Texas Spendthrift Trust?

The underlying goal of most estate planning trusts is to protect the Grantor’s assets during their lifetime and then continue protecting those assets after death or incapacitation. While assets are protected, they are also used—by the Grantor and their beneficiaries. There are many ways a trust addresses specific situations. For

Does a Disabled Child Have Some Control in a Guardianship?

There are various scenarios in which a family might want to put guardianship in place to protect a relative. Whether it is set up for someone suffering from dementia who can no longer make appropriate decisions for themselves, someone who has suffered a stroke and is physically incapacitated, or a