A lot of people initially think that you set up a trust for estate tax purposes, but there’s such a small percentage of people that really need to consider a trust for tax reasons.&nbsp; However, if you have special assets, if you’re a special person, or if you have a special family, you might want to consider setting up a trust.&nbsp;In this episode of Before You Go…, Stacy Kelly and Keith Morris of The Blum Firm are joined by Beth Owens, Trust Officer at American National Bank &amp; Trust. The trio dive deep into the role of a trustee, discussing their responsibilities and how they can manage a trust effectively.&nbsp;Tune in as Beth shares insightful observations about corporate trustees and their ability to manage complex situations. The conversation also discusses the importance of keeping accurate records, the necessity of clear communication with beneficiaries, protection of beneficiaries from scammers, and the benefits of appointing a co-trustee or corporate trustee as agent. Important takeaways for individual trustees are also shared.Connect and Learn More☑️ Beth Owens | LinkedIn | American National Bank &amp; Trust☑️ American National Bank &amp; Trust on Twitter/X, Facebook, Instagram, LinkedIn &amp; YouTube☑️ Stacy Kelly | LinkedIn&nbsp;☑️ Keith Morris | LinkedIn☑️ Call Stacy Kelly &amp; Keith Morris (888) 905-4359☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | <a href="https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html" rel="noopener noreferrer"...

It would be great to live in a world where we didn’t have to have guardianships because they are very restrictive, you’re taking away someone’s rights, and it’s very difficult to jump through all the hoops.&nbsp;In this episode of Before You Go…, join Stacy Kelly and Keith Morris of The Blum Firm as they discuss the basics of a guardianship in Texas, the difference between a guardianship of the person and a guardianship of the estate, and the different situations that can lead to litigation involving guardianships. They also share real-life examples, including a high-profile case involving the owner of the Houston Texans to illustrate how complex and costly these situations can be. Stacy and Keith emphasize that families should think long and hard before trying to initiate a guardianship or contesting one.Connect and Learn More☑️ Stacy Kelly | LinkedIn&nbsp;☑️ Keith Morris | LinkedIn☑️ Call Stacy Kelly &amp; Keith Morris (888) 905-4359☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | Avvo☑️ Subscribe Apple Podcasts | Spotify | YouTube

We know we’re going to die. But, for most of us, it’s the when we’re less sure of, so we try not to dwell on it. That’s why probate, trust, and guardianship matters can cause so much angst and anxiety; they force us to contemplate a world that will move on without us. We know this is a difficult topic because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades.Welcome to the inaugural episode of Before You Go…, a podcast hosted by Texas estate, trust, and guardianship attorneys, Stacy Kelly and Keith Morris of The Blum Firm. In this episode, Stacy and Keith introduce you to the Texas probate process and dispel common misconceptions. They also address will contests, common issues that may lead to will contests, why an experienced lawyer–one that is comfortable in the courtroom–is so important if your case may be headed for litigation, and guardianship law in Texas, highlighting the differences between a guardian of the person and a guardian of the estate.Be sure to subscribe in your favorite podcast app so you don’t miss out on what you need to know before you go.Connect and Learn More☑️ Stacy Kelly | LinkedIn&nbsp;☑️ Keith Morris | LinkedIn☑️ The Blum Firm | Facebook | LinkedIn | Twitter/X | Yelp | Avvo☑️ Call (888) 905-4359☑️ Subscribe Apple Podcasts | Spotify | YouTube

Don’t let your ‘final farewell’ stir up family feuds. Welcome to Before You Go… a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris. Preserve your hard-earned legacy.&nbsp; Be ‘in the know.’