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Limited Power of Attorney in Texas
A limited power of attorney, also called a special power of attorney, gives someone authority to handle one specific task, or a narrow set of tasks, on your behalf. It is the right tool when you need help with something particular, not ongoing control of your finances. What a Limited Power of Attorney Does You, the principal, name a person you trust, called your agent, and spell out exactly what they can do. Your agent can act only within the authority you list. Common uses i

Caleb Patterson
3 min read


When Is Probate Not Necessary in Texas?
Find out exactly when probate is not necessary in Texas. Learn about non-probate assets, muniment of title, small estate affidavits, and surviving spouse rules.

Caleb Patterson
3 min read


Lady Bird Deed and Medicaid Planning in Texas
A Lady Bird Deed is the most common way Texas families keep a home out of Medicaid estate recovery, but it is not a universal shield. Dallas estate planning attorney Caleb Patterson explains what it does, what it does not, and when timing matters.

Caleb Patterson
5 min read


How to Talk to Your Parents About a Will
Most people put off asking their parents about a will because they don't know how to start. Dallas estate planning attorney Caleb Patterson gives you the questions to ask, the timing that works, and what to do if they shut it down.

Caleb Patterson
5 min read


How Does a Special Needs Trust Work in Texas?
Leaving money directly to a child with a disability can cost them the benefits they rely on. Dallas estate planning attorney Caleb Patterson explains how a special needs trust protects an inheritance without disrupting eligibility.

Caleb Patterson
7 min read


Estate Planning for Texas Business Owners: What Happens to Your Business When You Die?
Texas business owners face a different set of estate planning risks than everyone else. Dallas attorney Caleb Patterson explains the two layers every business owner needs, and what happens if you skip them.

Caleb Patterson
6 min read


What Is a Pour-Over Will and Why You Need One If You Have a Trust in Texas
A pour-over will is the document that catches everything you forgot to put in your trust. Dallas estate planning attorney Caleb Patterson explains how it works and why every trust needs one.

Caleb Patterson
5 min read


Lady Bird Deed vs. Transfer on Death Deed in Texas: Which One Do You Need?
Texas gives property owners two ways to pass real estate outside probate, and they are not interchangeable. Dallas estate planning attorney Caleb Patterson compares the Lady Bird Deed and the Transfer on Death Deed side by side.

Caleb Patterson
5 min read


How to Pass Real Estate to Your Children in Texas Without Probate
Texas property owners have multiple ways to pass real estate to their children without probate. Lady Bird Deeds, Transfer on Death Deeds, and revocable trusts each work differently. Dallas estate planning attorney Caleb Patterson explains your options.

Caleb Patterson
7 min read


How Much Does Estate Planning Cost in Dallas, Texas?
Estate planning in Dallas starts at $1,000 for a flat-fee will package. Dallas attorney Caleb Patterson explains what's included, what drives cost up, and why flat fees beat hourly billing for families.

Caleb Patterson
4 min read


What Is a Durable Power of Attorney in Texas, and Do I Need One?
In Texas, a power of attorney that isn't "durable" ends the moment you become incapacitated, exactly when you need it most. Dallas attorney Caleb Patterson explains durable power of attorney and whether you need one.

Caleb Patterson
5 min read


What Happens When Texans Die Without a Will, and Who Gets Left Out
Texas intestacy law doesn't treat every heir the same. Dallas estate planning attorney Caleb Patterson breaks down the special rules for adopted children, stepchildren, and children born outside of marriage, plus the 120-hour survival rule, disclaimers, and advancements that apply when there's no will.

Caleb Patterson
4 min read


What Happens to My LLC When I Die in Texas?
Learn what happens to your Texas LLC when you die, how operating agreements, trusts, probate, and succession planning affect your business.

Caleb Patterson
7 min read


Wills vs. Intestate Succession: Why Letting the State Decide Is a Costly Mistake
Learn why dying without a will in Texas leads to probate, higher costs, and lost privacy. Protect your loved ones with a customized estate plan from Patterson Law Firm.

Caleb Patterson
4 min read


Maximizing Your Estate: The Power of a Revocable Living Trust
This post explores the role of a Revocable Living Trust in estate planning, including its advantages and disadvantages, and how it can help accomplish your unique needs or goals. It also touches on other types of trusts and how to set up a trust.

Caleb Patterson
5 min read


Texas Estate Planning: The Power of Lady Bird Deeds
Discover the power of Lady Bird Deeds in Texas estate planning. Control, flexibility, and Medicaid benefits are explained here.

Caleb Patterson
5 min read


Texas Is a Community Property State. How Does That Affect Your Estate Plan, and What Is Separate Property in Texas?
Texas is one of only nine community property states in the U.S. — and that distinction changes everything about how married couples own assets, plan their estates, and pass down wealth to their heirs. What you earn during marriage may not be entirely yours to give away, and what you owned before might not be fully protected. Understanding where the line falls between community and separate property isn't just a legal technicality. For Texas spouses, it's the foundation of eve

Caleb Patterson
8 min read


The Smart & Affordable Approach to Estate Planning - Combining Online Solutions with a Texas Attorney
Discover the smart, affordable approach to estate planning: Combining Online Solutions with a Texas Attorney for peace of mind.

Caleb Patterson
5 min read


Reasons to Hire an Estate Planning Attorney
Anyone who lives or owns property in Texas should seriously consider making an estate plan. Here are just a few reasons why.

Caleb Patterson
3 min read


Queen, Prince, or Pauper: Everyone Needs An Estate Plan
Aretha Franklin. Pablo Picasso. Prince. Howard Hughes. What do these people have in common, aside from being famous? They all died...

Caleb Patterson
2 min read