As the executor of a will in Texas, it is important to understand and fulfill your legal obligations and responsibilities in accordance with the laws of the state and the terms of the deceased person’s will. The role of the executor is to manage the deceased person’s assets, pay debts and taxes, and distribute the…
TX-LW Blogs
Can a Tax Attorney Sign a Form 843?
Taxpayers may find it challenging to obtain a refund from the government, as the courts and Congress have imposed stringent requirements on the refund claims filed by taxpayers. Even minor procedural errors can be detrimental to the claim, resulting in the government gaining an unwarranted windfall. The recent case of Vensure HR, Inc. v. United……
How Long Must a Beneficiary to a Texas Will Wait to Get Property?
When a loved one passes away, it can be a difficult and emotional time for their family and friends. One of the things that can add to the stress of this situation is the uncertainty surrounding the distribution of the deceased’s assets. Beneficiaries of a will in Texas must wait for the probate process to…
What Do I Include on the Inventory of a Texas Decedent’s Estate?
When a person passes away in Texas, their estate must go through a probate process in order for their assets to be distributed to their beneficiaries. As part of this process, an inventory of the decedent’s assets must be created and filed with the court. This inventory is an important document that lists all of…
Standards for Appointing a Guardian in Texas
In Texas, the appointment of a guardian is a legal process that is governed by the Texas Probate Code. The primary goal of this process is to ensure that the best interests of the person who is unable to care for themselves, known as the “ward,” are protected. The appointment of a guardian is often…
Closing a Texas Probate
Closing an estate in Texas probate procedure can be a complex and time-consuming process, but it is important to ensure that the deceased’s assets are properly distributed to their beneficiaries. The following is a guide to the steps involved in closing an estate in Texas. Opening the Probate Case The first step in closing an…
Creditor’s Claims in Texas Probate Courts
When a person passes away, their assets and debts must be settled through the probate process. This process can be complicated, especially when it comes to the payment of creditors. In Texas, there are specific rules and procedures that must be followed when dealing with creditor’s claims in probate court. In this article, we will…
Intestate Succession in Texas Probate Courts
When a person dies without a will, they are said to have died “intestate.” In this case, the distribution of the deceased person’s assets is determined by the laws of intestate succession. This can be a complicated process, especially when it comes to probate court in Texas. In this article, we will discuss the basics…
The Fine Print in the IRS Refund Payment Rules
Our tax laws have a number of arbitrary deadlines which often result in problems for taxpayers, rather than the IRS. Late submissions usually mean that the taxpayer ends up paying more tax than they actually owe. However, there are a few timing rules that apply to the IRS, one of which involves the time frame……