TRANSFER ON DEATH DEEDS

A transfer on death deed transfers an interest in real property from the owner to a designated beneficiary(ies) effective at the transferor’s death.  This was established in 2015 by the 84th Legislature and is addressed in the Texas Estates Code §114.051.  Originally, the State adopted promulgated forms for these deeds.  However, in 2019, the 86th Legislature removed …

Estate Plan Stress Tests

Think of your estate plan as a living entity that needs to evolve with the changes in your life. Various life events such as the birth of a child, children growing up, changes in the family dynamics, fluctuations in your investment portfolio, career shifts, health changes, or relocation can all impact your estate plan. External …