Before You Go...
Education Podcasts
Death is one of life’s certainties. Yet, it’s not easy to contemplate a world that moves on without us. It’s common to feel anxious and have questions. We know because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades. Welcome to Before You Go…a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris of The Blum Firm. Stacy and Keith are here to provide practical insights, simplify complex legal topics, and empower you in navigating Texas probate, trust, and guardianship issues. Make your ‘curtain call’ a peaceful affair. Be sure to subscribe in your favorite podcast app so you don’t miss out on what you need to know before you go. Stacy and Keith are proud to offer sound counsel to individuals and businesses, empowering their clients to take charge of their lives by assisting with a wide range of litigated matters in probate administration, trust administration, estate planning, and more. As experienced litigators, they have extensive knowledge of Texas law to guide clients in the right direction. For more information, visit our website or call (888) 905-4359. Disclaimer The information on this podcast is for general information purposes only. Nothing on this podcast should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt, viewing, or listening does not constitute an attorney-client relationship.
Location:
United States
Description:
Death is one of life’s certainties. Yet, it’s not easy to contemplate a world that moves on without us. It’s common to feel anxious and have questions. We know because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades. Welcome to Before You Go…a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris of The Blum Firm. Stacy and Keith are here to provide practical insights, simplify complex legal topics, and empower you in navigating Texas probate, trust, and guardianship issues. Make your ‘curtain call’ a peaceful affair. Be sure to subscribe in your favorite podcast app so you don’t miss out on what you need to know before you go. Stacy and Keith are proud to offer sound counsel to individuals and businesses, empowering their clients to take charge of their lives by assisting with a wide range of litigated matters in probate administration, trust administration, estate planning, and more. As experienced litigators, they have extensive knowledge of Texas law to guide clients in the right direction. For more information, visit our website or call (888) 905-4359. Disclaimer The information on this podcast is for general information purposes only. Nothing on this podcast should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt, viewing, or listening does not constitute an attorney-client relationship.
Language:
English
Episodes
Will Contests: Everything You Need to Know with Probate Litigation Attorney Rudy Culp
4/5/2024
A will contest is a formal challenge to a will. But the process can be lengthy, expensive, and emotionally taxing.
In this episode of Before You Go…, Stacy Kelly and Keith Morris of The Blum Firm welcome guest Rudy Culp, an experienced attorney and partner at the Houston-based firm, Horrigan, Goehrs, Edwards & Culp, LLP, which focuses almost exclusively on probate fiduciary litigation.
Stacy, Keith, and Rudy discuss will contests, including how and when to file them, the reasons for challenging a will, and some of the other issues and considerations that arise with will contests.
Connect and Learn More
☑️ Rudy Culp | LinkedIn
☑️ Horrigan, Goehrs, Edwards & Culp, LLP | LinkedIn
☑️ Stacy Kelly | LinkedIn
☑️ Keith Morris | LinkedIn
☑️ Call Stacy Kelly & Keith Morris (888) 905-4359
☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | Avvo
☑️ Subscribe Apple Podcasts | Spotify | YouTube
Episode Sponsored by Mindful Home Ventures
Duration:00:47:42
Estate Planning: Safeguard Your Hard-Earned Assets Now with Marvin Blum
3/18/2024
“It's a dagger in me when I see families writing those estate tax checks because the planning tools that are available to us almost always allow us to get that tax down to either very low or zero,” says Marvin Blum.
In this episode of Before You Go…, join Stacy Kelly and Keith Morris of The Blum Firm as they speak with Marvin Blum, a savvy estate planning attorney and Founder and Managing Partner of The Blum Firm.
Tune in as Stacy, Keith, and Marvin break down complicated concepts like how the estate tax works, estate tax exemptions, and the clever estate planning strategy of 'squeeze and freeze'. They also share why you need to do estate planning before disaster strikes, and information to help you choose your law firm wisely for your estate planning needs.
Connect and Learn More
☑️ Marvin Blum | LinkedIn
☑️ The Blum Firm | LinkedIn | Instagram | Facebook | YouTube
☑️ Stacy Kelly | LinkedIn
☑️ Keith Morris | LinkedIn
☑️ Call Stacy Kelly & Keith Morris (888) 905-4359
☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | Avvo
☑️ Subscribe Apple Podcasts | Spotify | YouTube
Duration:00:40:51
Navigating the Texas Mental Health System with Former Judge Lynn Waller Kelly
2/29/2024
The number of civil mental health commitment cases has increased dramatically over the past two decades.
In this episode of Before You Go…, host Keith Morris of The Blum Firm welcomes colleague Lynn Waller Kelly, a former Associate Judge for one of the Tarrant County probate courts. Judge Kelly is now also a partner at The Blum Law Firm whose current practice focuses on representing clients in probate matters, estate litigation, and guardianship proceedings throughout North Texas. She also serves as a mediator in contested probate litigation matters.
Tune in to hear Keith and Judge Kelly talk about navigating the involuntary commitment system in Texas, including how the system works and misconceptions about the system. Judge Kelly also addresses a frequently asked question concerning the “public records of a private nature” once someone has been in the mental health court system.
Connect and Learn More
☑️ Lynn Waller Kelly | LinkedIn
☑️ The Blum Firm | LinkedIn | Instagram | Facebook | YouTube
☑️ Keith Morris | LinkedIn
☑️ Call Keith Morris (888) 905-4359
☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | Avvo
☑️ Subscribe Apple Podcasts | Spotify | YouTube
Episode Sponsored by Mindful Home Ventures
Duration:00:45:29
Introduction to Corporate Trustees in Texas with Beth Owens of American National Bank & Trust
2/15/2024
A lot of people initially think that you set up a trust for estate tax purposes, but there’s such a small percentage of people that really need to consider a trust for tax reasons. However, if you have special assets, if you’re a special person, or if you have a special family, you might want to consider setting up a trust.
In this episode of Before You Go…, Stacy Kelly and Keith Morris of The Blum Firm are joined by Beth Owens, Trust Officer at American National Bank & Trust. The trio dive deep into the role of a trustee, discussing their responsibilities and how they can manage a trust effectively.
Tune in as Beth shares insightful observations about corporate trustees and their ability to manage complex situations. The conversation also discusses the importance of keeping accurate records, the necessity of clear communication with beneficiaries, protection of beneficiaries from scammers, and the benefits of appointing a co-trustee or corporate trustee as agent. Important takeaways for individual trustees are also shared.
Connect and Learn More
☑️ Beth Owens | LinkedIn | American National Bank & Trust
☑️ American National Bank & Trust on Twitter/X, Facebook, Instagram, LinkedIn & YouTube
☑️ Stacy Kelly | LinkedIn
☑️ Keith Morris | LinkedIn
☑️ Call Stacy Kelly & Keith Morris (888) 905-4359
☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp |
Duration:00:34:41
Understanding Guardianships in Texas: What You Need to Know
1/31/2024
It would be great to live in a world where we didn’t have to have guardianships because they are very restrictive, you’re taking away someone’s rights, and it’s very difficult to jump through all the hoops.
In this episode of Before You Go…, join Stacy Kelly and Keith Morris of The Blum Firm as they discuss the basics of a guardianship in Texas, the difference between a guardianship of the person and a guardianship of the estate, and the different situations that can lead to litigation involving guardianships. They also share real-life examples, including a high-profile case involving the owner of the Houston Texans to illustrate how complex and costly these situations can be. Stacy and Keith emphasize that families should think long and hard before trying to initiate a guardianship or contesting one.
Connect and Learn More
☑️ Stacy Kelly | LinkedIn
☑️ Keith Morris | LinkedIn
☑️ Call Stacy Kelly & Keith Morris (888) 905-4359
☑️ Texas Probate Attorneys | Facebook | LinkedIn | Twitter/X | Yelp | Avvo
☑️ Subscribe Apple Podcasts | Spotify | YouTube
Episode Sponsored by Mindful Home Ventures
Duration:00:49:46
Unraveling the Texas Probate, Trust, and Guardianship Landscape
1/15/2024
We know we’re going to die. But, for most of us, it’s the when we’re less sure of, so we try not to dwell on it. That’s why probate, trust, and guardianship matters can cause so much angst and anxiety; they force us to contemplate a world that will move on without us. We know this is a difficult topic because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades.
Welcome to the inaugural episode of Before You Go…, a podcast hosted by Texas estate, trust, and guardianship attorneys, Stacy Kelly and Keith Morris of The Blum Firm. In this episode, Stacy and Keith introduce you to the Texas probate process and dispel common misconceptions. They also address will contests, common issues that may lead to will contests, why an experienced lawyer–one that is comfortable in the courtroom–is so important if your case may be headed for litigation, and guardianship law in Texas, highlighting the differences between a guardian of the person and a guardian of the estate.
Be sure to subscribe in your favorite podcast app so you don’t miss out on what you need to know before you go.
Connect and Learn More
☑️ Stacy Kelly | LinkedIn
☑️ Keith Morris | LinkedIn
☑️ The Blum Firm | Facebook | LinkedIn | Twitter/X | Yelp | Avvo
☑️ Call (888) 905-4359
☑️ Subscribe Apple Podcasts | Spotify | YouTube
Duration:00:30:16
Welcome to Before You Go...
1/5/2024
Don’t let your ‘final farewell’ stir up family feuds. Welcome to Before You Go… a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris. Preserve your hard-earned legacy. Be ‘in the know.’
Duration:00:00:24