Heirloom Legal

Heirloom Legal ESTATE PLANNING AND PROBATE ATTORNEY
Alisa M.

Hoggatt has over a decade of focused experience representing clients in probate, estate planning and business planning matters.

05/28/2026

Putting your Texas home in a trust? Make sure it's done right.

If your trust doesn't include specific qualifying language, you could lose your homestead exemption. For homeowners over 65, the stakes are even higher.

The good news: it's fixable. But it has to be caught before it becomes a problem.

We help Texas families protect these benefits the right way.

05/26/2026

One clip. Should take 30 seconds. Five takes later, she still doesn't know it yet. 😂

We feel very seen by this video. Estate planning is serious. Getting there is a whole thing.

05/21/2026

If the Grim Reaper showed up at your door right now, would you have a will ready?

Yeah, we did not think so.

Heirloom Legal makes the whole process a lot less scary than that visit you are not ready for.

05/19/2026

Here's a scenario that happens more often than you'd think.

A business owner spends 30 years building a company worth $4 million. He has a business partner. He has a family. But he never put a succession plan in place.

Then he dies unexpectedly.

His widow, who had nothing to do with the business, now finds herself co-owners with a complete stranger. No plan. No clear exit. No protection.

The fix is simpler than most people think: a buy-sell agreement. It's a legally binding document that determines what happens to an owner's share of the business if they die, become disabled, or decide to exit. It protects your family, your partner, and the business you built.

Don't leave the people you love in an impossible situation. Get the plan in place before you need it.

05/14/2026

We couldn't disagree more.

05/12/2026

If your estate is worth more than $15 million, your life insurance policy could be making your tax bill significantly worse.

Most people don't realize that life insurance is counted as part of your taxable estate. That means the death benefit your family receives could push your estate into a higher tax bracket and cost them hundreds of thousands of dollars.

There's a solution: an Irrevocable Life Insurance Trust, or ILIT. By placing your policy inside an ILIT, you move it outside of your taxable estate entirely. Your family still receives the benefit. The IRS just doesn't get to count it against you.

It's one of the most effective tools available for high-net-worth estate planning, and most people have never heard of it.

If this applies to you, let's talk.

05/07/2026

The day your child turns 18, you lose legal access to their medical and financial information even in an emergency.

That's why every young adult needs what we call "mama bear documents": a healthcare directive, a HIPAA authorization, and a power of attorney. These give parents (or whoever they trust) the ability to help if something unexpected happens.

If your kid just turned 18, this is the conversation you need to have. It takes less than an hour and it matters more than you think.

05/05/2026

Your will and your beneficiary designations are not the same thing and most people don't realize that until it's too late.

Beneficiary designations on life insurance, retirement accounts, and financial accounts override whatever your will says. If you got divorced in 2015 but never updated your 401k, your ex may still be entitled to that money.

Updating your beneficiaries is one of the most important things you can do after any major life change. Here's how to do it right.

04/30/2026

Most people think estate planning is a one-and-done task. It's not.

Your life changes and your estate plan needs to keep up. Major life events like marriage, divorce, having children, buying property, or losing a loved one can make your current plan outdated or even harmful.

A good rule of thumb: review your estate plan every 3-5 years, or any time something major changes in your life. Don't let an old plan make decisions for your family.

04/28/2026

If your parents are getting older, there are documents you need to have in place right now. Not eventually. Now.

Power of attorney. Healthcare directive. A current will. These are the difference between your family having options and having none when it counts most.

We'll walk you through exactly what to ask for and how to get it done.

04/23/2026

The #1 estate planning mistake parents make? Waiting.

By the time most families realize they need a plan, something has already gone wrong. A health scare. A loss. A family dispute that could have been avoided with one conversation.

You can't plan backward. But you can start today.

If you have kids, this video is for you.

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1120 NASA Parkway, Suite 107
Houston, TX
77058

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