06/05/2026
Quick quiz for anyone who inherited an investment account before or during marriage: can you produce the brokerage statement from the month you received it? If the answer is no, your separate property claim is on shaky ground.
Texas law is generous to heirs at the front end. The catch shows up at the back end, when a spouse has to prove certain criteria years later by clear and convincing evidence. That standard does not bend for sympathetic facts or long marriages. It demands a paper trail.
Brokerage accounts are hostile to a paper trail. They mutate. A dividend hits the cash sweep, then buys two more shares next Monday.
Inheritance characterization concerns in a Frisco or Plano divorce? Scroggins Law Group can help. Call 214.469.3100.