The Mundheim Firm, PLLC

10/16/2026

A revocable trust can offer flexibility during your lifetime while helping organize how certain assets are managed and distributed later. But simply creating the trust is only part of the process. It also needs to coordinate with the rest of your estate plan and, when appropriate, be properly funded.

Good planning comes from making sure all the pieces work together.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

10/14/2026

Estate plans are not meant to sit untouched for decades. Marriage, divorce, births, deaths, major purchases, business changes, and shifts in family relationships can all affect whether your documents still reflect your wishes.

If it has been several years since you reviewed your plan, it may be time to take another look.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

10/09/2026

Planning for a loved one with special needs often requires balancing long-term support with careful consideration of public benefits and financial resources. A well-designed special needs trust can be an important part of that strategy.

The goal is not simply to leave assets behind, but to create a plan that supports your loved one thoughtfully for years to come.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

10/07/2026

If you own a business, succession planning deserves a place in your estate plan. Who will step in? Will the business be sold, transferred, or continued by family or key employees? What happens if you are suddenly unable to manage it?

Planning those answers in advance can help protect both the business you built and the people who depend on it.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

10/05/2026

One of the advantages of a trust is the ability to plan with more privacy and control. Depending on your goals, a trust may help manage how assets are distributed while reducing the need for certain matters to move through the public probate process.

The right structure depends on your family, your assets, and what you want your plan to accomplish.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

09/30/2026

In most cases, debts such as credit cards, medical bills, and personal loans become claims against the estate rather than automatically becoming the responsibility of surviving family members. However, co-signed debts, joint accounts, mortgages, and certain marital obligations may be handled differently.

A thoughtful estate plan can help your family understand what to expect and reduce unnecessary financial stress.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

09/28/2026

Online will templates may seem quick and affordable, but a generic form cannot account for every family, asset, or business interest. It may also overlook Texas requirements or fail to coordinate with beneficiary designations, trusts, and powers of attorney.

An attorney-drafted estate plan is tailored to your circumstances and designed to make your wishes clear when your family needs that guidance most.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

09/25/2026

Your retirement accounts may be among your most valuable assets, but they do not always transfer according to the instructions in your will. Beneficiary designations and account rules can significantly affect what happens to those funds.

Learn why coordinating your retirement accounts with your estate plan is so important:

Learn how retirement account beneficiary designations affect estate planning in Texas and why outdated forms can cause conflict. The M Firm helps Dallas-Fort Worth families coordinate accounts, protect loved ones, and avoid surprises. Contact the firm today to review your plan.

09/23/2026

Changes in your assets, family, goals, or chosen trustees may affect whether your trust still accomplishes what you intended.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.

09/21/2026

Your family does not necessarily need to know every financial detail, but the right people should know that an estate plan exists and where important documents can be found.

A simple conversation now may prevent confusion later.

Visit https://themfirm.com or call 817-479-0076 to schedule a consultation.