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Does a Living Trust Kill Your Texas Homestead Exemption?
Short answer: no, not if the trust is drafted and funded properly. A revocable living trust can help your family avoid probate while allowing you to preserve important Texas homestead protections, including residential homestead property tax benefits and certain over-65 benefits. But there is an important “if.” The trust needs the right Texas-specific provisions, and the deed transferring the home to the trust needs to be properly recorded. Simply downloading a generic trust
3 days ago


Estate Planning When You Own Property in Two States
Owning a home in Texas plus real estate elsewhere can create an estate plan with more than one court system involved. For Indian American families in Texas, that may mean a primary home in Texas, a rental in California, or family property in New Jersey. The key question is simple: Will your children have to go through probate in more than one state? The answer can shape the plan you put in place. Why property in multiple states changes the plan A family may own a Texas home,
Aug 25
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