Bromlow Law PLLC has announced the release of its newest blog article, “Before the New Year: 7 Smart Legal Planning Moves Every Family Should Make,” offering timely guidance for Texas residents. The piece highlights how proactive estate planning in Texas can help families protect assets, minimize probate, and ensure long-term peace of mind.

“Many families don’t realize how much the laws are shifting,” said Attorney Laura Bromlow, founder of Bromlow Law PLLC. “Acting before year-end allows Texans to take full advantage of today’s favorable exemptions and protect what matters most for their families.”

Why Estate Planning Matters for Texas Families

Texas families face unique estate planning considerations. While the state has no separate inheritance or estate tax, federal exemptions remain historically high for 2025 and are scheduled to increase further in 2026 under current law.

“This impacts business owners, landowners, and families who’ve built generational wealth,” Bromlow added. “It’s about preparation, not panic.”

Key Estate Planning Tools Every Texan Should Have

Before year-end, the article recommends a quick seven-point family checkup: update core estate documents (wills, powers of attorney, trusts), make any planned annual-exclusion gifts, consider the proper trust structure for protection, reassess business and insurance planning after recent valuation developments, confirm beneficiary designations on retirement accounts and policies, start early Medicaid/long-term-care planning (including tools like Lady Bird Deeds or Medicaid Asset Protection Trusts), and have a candid family conversation about goals and legacy—especially since beneficiary designations can override what a will says.

Communication Is Key to Protecting Family Legacies

Estate planning isn’t just about legal paperwork; it’s about communication. Families that talk openly about their wishes, responsibilities, and values create smoother transitions and fewer disputes.

“Open dialogue prevents confusion later,” Bromlow explained. “The holidays are the perfect time to discuss plans when families are together and thinking about what truly matters.”

When to Update Your Texas Estate Plan

Bromlow Law recommends reviewing estate planning documents annually or whenever significant life changes occur, such as marriage, divorce, birth of a child, or a new property purchase.

Delaying updates to your plan can limit flexibility and create unnecessary tax burdens as laws continue to evolve.

Making Estate Planning Simple for Texas Families

Bromlow Law PLLC focuses on helping families protect their assets, avoid probate, and prepare for the unexpected. The firm’s approach emphasizes education, empathy, and efficiency.

“Estate planning doesn’t need to be intimidating,” Bromlow said. “We help clients understand their options so they can make informed decisions with confidence.”

About Bromlow Law PLLC

Contact Information:

Bromlow Law, PLLC

24285 Katy Fwy Suite 300
Katy, TX 77494
United States

Laura Bromlow
(281) 665-3807
https://bromlowlaw.com/