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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


Texas Estate Planning for Healthcare Professionals
High income, career-long liability exposure, and a practice that is also the family's income source make estate planning different for Texas clinicians. Dallas attorney Caleb Patterson explains what a complete plan covers, and what it does not.

Caleb Patterson
6 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


Can I Disinherit My Spouse in Texas?
Texas is a community property state with no elective share, so a will controls less than most people assume. Dallas estate planning attorney Caleb Patterson explains what you can and cannot direct, and what a surviving spouse keeps regardless.

Caleb Patterson
6 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