Common Probate Problems in Dallas
The probate process is essential in handling a loved one’s affairs after their passing. When someone dies, their assets and debts must be managed, debts paid, and the remaining estate distributed to beneficiaries. In Texas, the probate process provides a clear path to transferring assets according to the deceased’s wishes, as outlined in their will, […]
Uncovering Spousal Allowances in Plano
Losing a spouse brings emotional challenges, which are compounded for many by the complex legal aspects of settling a spouse’s estate. In Texas, state law provides what’s known as a “spousal allowance,” technically termed the “Application and Assignment Year’s Allowance.” This legal provision allows the surviving spouse to claim specific assets, offering a means of […]
How to Find Out if a Trust Exists and Where to Locate It
If you believe a loved one has passed away with a trust in place, determining whether the document exists and locating it can be crucial, especially if you are named as a beneficiary or trustee. Trusts are typically designed to bypass the probate process, making them private and more difficult to find than wills. However, […]
The Basics of Estate Planning in Plano, TX
Estate planning is often mistaken as something only necessary for the ultra-wealthy, conjuring images of grand estates and lawyers huddled over complex wills in suspenseful meetings. However, the truth is that estate planning is not reserved for the elite. It is a vital step for anyone who wants to ensure their family is cared for, […]
Texas Probate Made Clear and Why a Lawyer Can Help
When a loved one passes away, navigating the legal process of probate can feel overwhelming. Having a trusted probate attorney in Dallas to guide you through every step can make the process smoother and more manageable. At Sharpe Law Group, we specialize in helping families manage the probate process with ease, ensuring that estates are […]
3 Estate Planning Mistakes to Avoid in Plano
Have you avoided the three most common estate planning mistakes? Estate planning is important for protecting your legacy and ensuring your loved ones in the Plano area are cared for after you’re gone. However, many people make significant estate planning mistakes that can lead to unnecessary complications, legal disputes, and unintended consequences. Your estate plan […]
The Essential Role of a Dallas Probate Attorney
Losing a loved one is an emotionally taxing experience, compounded by the responsibility of managing their estate. Amidst the grief, the complexities of probate law can be overwhelming. This is where the expertise of the Dallas estate planning and probate attorneys of Sharpe Law Group come into play. Our probate experts specialize in guiding families […]
Common Myths About Estate Planning in Dallas and Plano
No one likes to think about it, but the end of the road is inevitable for everyone. Over the years, you’ve likely spent valuable time investing, building wealth, and creating a brighter future for the loved ones who succeed you. Estate planning may not be the most appealing process, but it’s one you definitely can’t […]
The Federal Government’s Newest Thorn in Your Side: The Corporate Transparency Act
Congress enacted the Corporate Transparency Act (CTA) in 2021, which will impact almost every one of your clients with LLCs, limited partnerships, and corporations. The CTA seeks to detect money laundering and terrorism by requiring reporting companies to submit certain invasive information to the Financial Crimes Enforcement Network (FinCEN). Your clients’ failure to comply could […]
Donor Advised Fund or Private Foundation: That is the Question
Clients create charitable organizations for many reasons. The two reasons we hear most often are (i) charitable giving, and (ii) family legacy planning. Family legacy planning can mean different things to different people but generally, clients are looking for a vehicle to encourage future family unity and philanthropic engagement. A variety of options exist to […]
