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Expert Guidance on Probate Matters, Empathy, and Peace of Mind

38 min · 11 de oct de 2024
portada del episodio Expert Guidance on Probate Matters, Empathy, and Peace of Mind

Descripción

In their second installment in this series about answering clients’ questions, probate attorneys and hosts Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] cover topics such as acquiring a death certificate, locating a will, settling debts, handling sentimental items, and managing insolvency in an estate. They emphasize the importance of guiding clients through these challenging processes with empathy and expertise. By addressing common inquiries and providing practical advice, they strive to offer clients peace of mind and clarity during the estate administration journey. “We can just take all of that off the table from them so that they can grieve and heal,” Stacy explains. CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call [tel: 1-888-905-4359] Stacy Kelly and Keith Morris ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

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13 episodios

episode Expert Guidance on Probate Matters, Empathy, and Peace of Mind artwork

Expert Guidance on Probate Matters, Empathy, and Peace of Mind

In their second installment in this series about answering clients’ questions, probate attorneys and hosts Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] cover topics such as acquiring a death certificate, locating a will, settling debts, handling sentimental items, and managing insolvency in an estate. They emphasize the importance of guiding clients through these challenging processes with empathy and expertise. By addressing common inquiries and providing practical advice, they strive to offer clients peace of mind and clarity during the estate administration journey. “We can just take all of that off the table from them so that they can grieve and heal,” Stacy explains. CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call [tel: 1-888-905-4359] Stacy Kelly and Keith Morris ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

11 de oct de 202438 min
episode Answers to the Top 25 Questions about Probate Litigation artwork

Answers to the Top 25 Questions about Probate Litigation

Probate litigation is complicated. The retirement statute that governs benefits is a nightmare to understand. Challenging a will in court can tie up an estate for months or years. Those are just a few insights that hosts Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] share in this episode, focused on the top 25 questions that they’ve received about probate litigation through decades in the practice. Tune in for their answers, including their approach to helping clients navigate this unique area of law at a difficult time in their lives. As Stacy and Keith explain, their vast experience highlights the importance of qualities like empathy and transparency.  CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call [tel: 1-888-905-4359] Stacy Kelly and Keith Morris  ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

9 de oct de 202433 min
episode Community Property and Homestead Rights in Texas Impact the Probate Process artwork

Community Property and Homestead Rights in Texas Impact the Probate Process

One of the most misunderstood areas of community property law in Texas that impacts the probate process – and one of the most hotly litigated – is the difference between community and separate property.   Hosts Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] describe these “murky waters” when someone dies without a will and heirs argue about property left behind. In addition to clarifying  community property versus separate property, they explain  subtleties of probate homestead rights in Texas and how pre- and post-nuptial agreements can be incorporated into an estate plan.  CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call Stacy Kelly & Keith Morris (888) 905-4359 ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

19 de jul de 202418 min
episode Independent Estate Administration in Texas: Benefits and Drawbacks artwork

Independent Estate Administration in Texas: Benefits and Drawbacks

Independent administration enables Texas estates in probate to proceed with limited court involvement, so the estate doesn’t have to go “mother, may I” to the court for every request. But the procedure has its complexities, and its downsides.  In this episode of Before You Go…, join Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] as they discuss the basics, advantages and disadvantages of independent administration–a procedure somewhat unique to Texas probate. Stacy and Keith explore how independent administrations come about both in the case of a will or by agreement of the beneficiaries, the procedural requirements for filing an independent administration, some of the unique features of the procedure, the differences between dependent and independent administration, and one scenario where it’s more advantageous to set up a dependent administration, no matter the benefits of independent administration. CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call Stacy Kelly & Keith Morris (888) 905-4359 ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | Twitter/X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

18 de jul de 202414 min
episode Understanding Probate Appeals in Texas artwork

Understanding Probate Appeals in Texas

There are a lot of myths surrounding appeals. The process can be difficult, and appeals rarely happen as swiftly or as smoothly as they do on TV and in the movies. In this episode of Before You Go…, join Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] and Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] of The Blum Firm [https://www.theblumfirm.com/] as they provide a general overview of how legal appeals work, then discuss some appellate issues specific to the world of probate, trust, and guardianship law. What is an appeal? What issues can be appealed? What happens if an appeal results in an issue being sent back to the trial court? Tune in as Stacy and Keith answer these questions and more. CONNECT AND LEARN MORE ☑️ Stacy Kelly [https://www.texas-probate-attorney.net/staff-profiles/stacy-l-kelly/] | LinkedIn [https://www.linkedin.com/in/stacy-kelly-04b7684b/]  ☑️ Keith Morris [https://www.texas-probate-attorney.net/staff-profiles/keith-morris/] | LinkedIn [https://www.linkedin.com/in/kmorrislaw/] ☑️ Call Stacy Kelly & Keith Morris (888) 905-4359 ☑️ Texas Probate Attorneys [https://www.texas-probate-attorney.net] | Facebook [https://www.facebook.com/people/Keith-Morris-Attorney-at-Law/100064829628524/] | LinkedIn [https://www.linkedin.com/company/jones-morris-l-l-p-/] | Twitter/X [https://twitter.com/MorrisAttorney] | Yelp [https://www.yelp.com/biz/keith-morris-attorney-at-law-houston] | Avvo [https://www.avvo.com/attorneys/76102-tx-keith-morris-69315.html] ☑️ Subscribe Apple Podcasts [https://podcasts.apple.com/us/podcast/before-you-go/id1725376940] | Spotify [https://open.spotify.com/show/4w8U97fl3YNguWmCjhs3nI] | YouTube [https://youtube.com/playlist?list=PL39U8jSu9p1NJsuzwlDhBde7jrnVgRF7E&si=TAWJ48mi4vDF0iRF] Episode Sponsored by Mindful Home Ventures [https://www.mindfulhomeventures.com/]

20 de may de 202426 min