Ford + Bergner LLP

Ford+Bergner LLP is a boutique Texas law firm handling probate, estate planning and guardianship issues. Ford+Bergner, LLP is a "boutique" Texas law firm handling probate, estate planning and guardianship issues.

Operating as usual

fordbergner.com 02/17/2021

Understanding undue influence in estate planning | Ford + Bergner LLP

Understanding undue influence in estate planning https://bit.ly/3arhu3E

fordbergner.com When someone dies and leaves behind a legacy in Texas, it may lead to conflict if one of the beneficiaries feels as if he or she did not receive everything the deceased intended. Inheritance conflicts

fordbergner.com 02/11/2021

What is an advance directive? | Ford + Bergner LLP

What is an advance directive? https://bit.ly/3pic27L

fordbergner.com Advance directives let you make important decisions about end-of-life care. If you are familiar with the concept of a living will, then you already have an idea of what these documents do. Each state

[02/05/21]   What Happens if an Executor Does Not Pay Estate Taxes?

When named as executor of an estate, the executor has a number of responsibilities to care for that estate and make sure it is divided to the heirs. One such responsibility is to pay the taxes on the estate before the distributions even begin. As an executor, you are responsible for filing the State and Federal taxes for the deceased for the year in which they died and for the entire time that the probate matter is pending with the Court. The obligation to pay taxes can be complicated. For instance, if the person dies in January of a particular year, the executor will need to file the deceased person’s tax return for January, but the executor may not be able to do so until a year later when it comes time to file taxes for the year in which the decedent died. Likewise, if the deceased person’s estate continues to receive income through the entire year after he died, then the executor would have to file a tax return to report all of the income that came in after the death.

It is important for an executor to make sure that all debts - including taxes – are paid before making distributions from an estate to the heirs. However, what if you discover that an executor never paid any estate taxes? Will they be coming after the heirs to take inheritance that they may have already spent? Like the obligation to pay the taxes, the answer to this question is also complicated. An executor who fails to pay taxes for the estate can be personally liable for the taxes. Likewise, if the executor had transferred assets to the heirs, the IRS could seek to recover the taxes from the assets that had been transferred. In short, an executor’s failure to pay taxes can create significant problems for everyone involved in the estate!

Unfortunately, estate taxes can be easy to forget and occasionally quite complicated. If you have been named executor and need help handling a difficult estate, contact us today. Ford + Bergner LLP is dedicated helping people navigate the complicated area that is estate and trust law. If you need help planning your estate or resolving difficult estate and trust issues, let us help you.

fordbergner.com 02/04/2021

Can Disabled Adults Obtain Guardians?

An adult child may not be able to make essential decisions for themselves.

fordbergner.com It may be necessary to secure guardianship for a child as they age.

fordbergner.com 01/29/2021

Obtaining guardianship for an adult child with a disability | Ford + Bergner LLP

Obtaining guardianship for an adult child with a disability https://bit.ly/2NRyjw9

fordbergner.com As a Texas parent of a child with a disability, you may feel accustomed to managing many aspects of your son or daughter's life. You may maintain control over your child's finances, for exam

fordbergner.com 01/27/2021

What do you know about minimizing the cost of estate planning? | Ford + Bergner LLP

What do you know about minimizing the cost of estate planning? https://bit.ly/3cizxdQ

fordbergner.com While you may already have your will and other aspects of your estate in place, you may not know how to reduce the cost of estate planning. Where should you start? Kiplinger explores strategies for

fordbergner.com 01/23/2021

Five Reasons To Update Your Will | Ford + Bergner LLP

Five Reasons To Update Your Will https://bit.ly/3o9e6y5

fordbergner.com Five Reasons To Update Your Will Now that you have a will, you may think that you are done. However, it is important to check your will periodically and make the necessary changes to ensure that your

fordbergner.com 01/22/2021

Five Steps to Help Avoid Estate Litigation | Ford + Bergner LLP

Five Steps to Help Avoid Estate Litigation https://bit.ly/2KI9hhI

fordbergner.com Five Steps to Help Avoid Estate Litigation Having to go to court to settle the estate of a loved one is stressful on many levels. Litigation diminishes the value of your estate and delays its

01/21/2021

Ford + Bergner LLP's cover photo

01/21/2021

Ford + Bergner LLP

fordbergner.com 01/21/2021

Five Things to Consider When Planning to Write your Will | Ford + Bergner LLP

Five Things to Consider When Planning to Write your Will https://bit.ly/2McbzpK

fordbergner.com Five Things to Consider When Planning to Write Your Will 1. Who Should Receive the Estate? For some, the passage of property equally to their descendants is the norm. However, each family dynamic is

fordbergner.com 01/08/2021

The Importance of an Annual Estate Plan Review - Ford+Bergner

The Importance of an Annual Estate Plan Review
https://fordbergner.com/the-importance-of-an-annual-estate-plan-review/

fordbergner.com In life, change is inevitable. Your estate plan may require updates to reflect those changes. Ensuring your estate plan documents remain relevant is the purpose of reviewing them each year. Here are important things to consider during your review. Have you Updated Your Asset List? One thing that man...

fordbergner.com 12/22/2020

Will COVID-19 lead to less requirements for in-person notary public signatures? - Ford+Bergner

Will COVID-19 lead to less requirements for in-person notary public signatures?

https://fordbergner.com/will-covid-19-lead-to-less-requirements-for-in-person-notary-public-signatures/

fordbergner.com The advent of COVID-19 has impacted all areas of society. It has forced industries to get creative, and the legal field is no exception. Requirements for things to occur in person now put people at risk, and innovative solutions must be found so that the same activities can occur online. However, in...

12/18/2020
fordbergner.com 12/03/2020

Providing Tailored Help With Probate Across Texas

Professional assistance in navigating complex hurdles when settling estates.

fordbergner.com Administration aid every step of the way.

fordbergner.com 12/02/2020

Do I Need a Will Even if I Don’t Own Much? - Ford+Bergner

Do I Need a Will Even if I Don’t Own Much?

https://fordbergner.com/do-i-need-a-will-even-if-i-dont-own-much/

fordbergner.com If you don’t have a lot of money or property, you might be thinking that you don’t need a Will.  However, creating a Will can be important for anyone.  For instance: Items of Sentimental Value Over the years, you may have acquired items of particular sentimental value.  They may be items that...

fordbergner.com 11/20/2020

What Happens if an Executor Does Not Pay Estate Taxes? - Ford+Bergner

https://fordbergner.com/what-happens-if-an-executor-does-not-pay-estate-taxes/

fordbergner.com When named as executor of an estate, the executor has a number of responsibilities to care for that estate and make sure it is divided to the heirs. One such responsibility is to pay the taxes on the estate before the distributions even begin. As an executor, you are responsible for filing the State...

11/17/2020

Can a Personal Injury Claim Be Filed Against an Estate? - Ford+Bergner

Can a Personal Injury Claim Be Filed Against an Estate?
https://bit.ly/36Ebula

fordbergner.com It doesn’t happen often, but on occasion, someone defending against legal action can pass away unexpectedly. In many cases, this ends the legal action. For example, you can’t press criminal charges against someone that is no longer alive. However, it is a bit different with personal injury cases...

fordbergner.com 11/10/2020

Guardianship Litigation In Texas - Ford+Bergner

Guardianship Litigation In Texas
https://fordbergner.com/guardianship-litigation-in-texas-2/

fordbergner.com It is important to have a clear understanding of the guardianship litigation process before making the decision to move forward with pursuing guardianship of a family member or a loved one.  In Texas, guardianship is a relationship that has been legally established by a court of law that names a pe...

fordbergner.com 11/06/2020

Can a Personal Injury Claim Be Filed Against an Estate? - Ford+Bergner

Can a Personal Injury Claim Be Filed Against an Estate?

https://fordbergner.com/can-a-personal-injury-claim-be-filed-against-an-estate/

fordbergner.com It doesn’t happen often, but on occasion, someone defending against legal action can pass away unexpectedly. In many cases, this ends the legal action. For example, you can’t press criminal charges against someone that is no longer alive. However, it is a bit different with personal injury cases...

fordbergner.com 11/03/2020

Trust Litigation and the Estate of Lee Roy "Cowboy" Hoskins - Ford+Bergner

Trust Litigation and the Estate of Lee Roy “Cowboy” Hoskins
https://fordbergner.com/trust-litigation-and-the-estate-of-lee-roy-cowboy-hoskins/

fordbergner.com Trust litigation is an often confusing and difficult field of law to understand. In order to better grasp the application of trust litigation, the example of Texas veteran Lee Roy “Cowboy” Hoskins Sr. (1922-1985) is helpful to examine. When he passed, Cowboy left two considerable Testamentary Tr...

fordbergner.com 10/29/2020

Will You Choose A Trust Or A Will? - Ford+Bergner

Will You Choose A Trust Or A Will?

https://fordbergner.com/will-you-choose-a-trust-or-a-will/

fordbergner.com I am frequently asked the question, “Do I need a Will, or do I need a trust?”  This question reflects the recent trend in some states to have people create a trust during their lifetime and then use that trust to dispose of assets upon death.  In essence, the trust becomes a substitute for hav...

fordbergner.com 10/20/2020

Guardianship Litigation In Texas - Ford+Bergner

Guardianship Litigation In Texas

https://fordbergner.com/guardianship-litigation-in-texas/

fordbergner.com It is important to have a clear understanding of the guardianship litigation process as a whole before making the decision to move forward with pursuing guardianship of a family member of a loved one. In Texas, guardianship is a relationship that has been legally established by a court of law that n...

trustok.com 10/17/2020

Wealth Management | Trust Company of Oklahoma

trustok.com TCO is the oldest, largest independent trust company in the state, providing asset protection, investment management and retirement planning.

fordbergner.com 10/08/2020

Estate Planning Strategy: Avoid Estate Litigation - Ford+Bergner

Estate Planning Strategy: Avoid Estate Litigation

https://fordbergner.com/estate-planning-strategy-avoid-estate-litigation/

fordbergner.com The last thing anyone will want to happen after they have departed this world is to have children, grandchildren, and other family members involved in arguments and lawsuits because someone is not happy with the outcome of your will and estate. When money, assets, and property are involved, people.....

fordbergner.com 10/07/2020

Trusted Probate Attorneys In Texas

Our skilled firm offers legal guidance for Texas residents facing complex probate issues.

fordbergner.com Serving Houston, Austin, Dallas and surrounding areas.

fordbergner.com 09/30/2020

Mediation as a Solution to Drawn Out Probate Litigation - Ford+Bergner

Mediation as a Solution to Drawn Out Probate Litigation
https://fordbergner.com/mediation-as-a-solution-to-drawn-out-probate-litigation/

fordbergner.com If the thought of long, drawn-out probate litigation is keeping you up at night, it may be time to consider Mediation as a solution. Mediation is a form of Alternative Dispute Resolution, which is completely voluntary and doesn’t require a court order.  In mediation, a neutral third party (usuall...

fordbergner.com 09/25/2020

Guardianships as a Result of the Pandemic - Ford+Bergner

Guardianships as a Result of the Pandemic

https://fordbergner.com/guardianships-as-a-result-of-the-pandemic/

fordbergner.com With the increase in the baby boomer population that is now starting to age, the courts are flooded more than ever with guardianship cases to appoint a guardian for an elderly incapacitated person who does not otherwise have plans in place to care for them during their incapacity.  Sadly, the coron...

fordbergner.com 09/21/2020

Preparing and Executing A Will During The Pandemic - Ford+Bergner

Preparing and Executing A Will During The Pandemic

https://fordbergner.com/preparing-and-executing-a-will-during-the-pandemic/

fordbergner.com Often, families begin taking care of estate planning when they become unexpected faced with a “worst-case scenario.”  Today, many families now have a greater sense of urgency to get wills, trusts, and other estate planning documents in order as soon as they can. At Ford + Bergner LLP, we will c...

fordbergner.com 09/11/2020

Are Will Forms Printed from the Internet a Good Idea? - Ford+Bergner

Are Will Forms Printed from the Internet a Good Idea?

https://fordbergner.com/are-will-forms-printed-from-the-internet-a-good-idea/

fordbergner.com I had someone call me this last week to tell me that she and her husband were interested in preparing new Wills.  They had prepared Wills over 30 years ago before their first child was born, but they never updated their Wills after any of their 3 children were born.  Now that all of the children a...

fordbergner.com 09/09/2020

Actress Carol Burnett Finds Herself Involved in a Guardianship - Ford+Bergner

Actress Carol Burnett Finds Herself Involved in a Guardianship

https://fordbergner.com/actress-carol-burnett-finds-herself-involved-in-a-guardianship/

fordbergner.com Recently, both ABC News and CNN reported that 87 year-old actress Carol Burnett has filed for guardianship of her 14 year-old grandson in the courts of Los Angeles County, California.  Burnett’s daughter is the grandson’s parent, and Burnett alleges that her daughter has suffered from severe su...

fordbergner.com 09/01/2020

With kids returning to college, should you consider Estate Planning for your kids? - Ford+Bergner

With kids returning to college, should you consider Estate Planning for your kids?

https://fordbergner.com/with-kids-returning-to-college-should-you-consider-estate-planning-for-your-kids/

fordbergner.com With kids headed off to college in the next few weeks, we have had several clients call us asking about whether they need to prepare estate planning documents for their children.  In particular, the clients are concerned about whether they should have their children sign powers of attorney for thei...

fordbergner.com 08/25/2020

Britney Spears’ Father Under Fire as her Guardian - Ford+Bergner

Britney Spears’ Father Under Fire as her Guardian

https://fordbergner.com/britney-spears-father-under-fire-as-her-guardian/

fordbergner.com Since 2008, pop singer Britney Spears has been under a court-ordered guardianship, and her father has served as the guardian to manage her substantial fortune. The guardianship case was initiated after Britney’s highly-publicized mental breakdowns. At the time, the guardianship court found that Br...

fordbergner.com 08/21/2020

Has the Corona virus Created a Shortage of Qualified Probate Attorneys? - Ford+Bergner

Has the Corona virus Created a Shortage of Qualified Probate Attorneys?

https://fordbergner.com/has-the-corona-virus-created-a-shortage-of-qualified-probate-attorneys/

fordbergner.com It has been widely reported that the corona virus pandemic has recently hit Texas hard. While Texans are resilient and have not experienced the rates of death as high as many other places, the larger counties in Texas have experienced hundreds of deaths attributed to the virus. Not only has the viru...

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700 Louisiana St, Fl 48th
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