San Marcos Lady Bird Deed Lawyer

For many homeowners, their family home is one of the most valuable assets they have. Deciding who will get the family home can be overwhelming, especially if they have a lot of beneficiaries. Besides deciding who gets the family home, it’s normal to want to avoid the probate process, which can quickly derail a person’s plans. One estate planning tool that can help is the Lady Bird Deed. Call us today to work with our San Marcos, TX Lady Bird Deed lawyer!

San Marcos, TX Lady Bird Deed Lawyer

A Lady Bird Deed is also known as an enhanced life estate deed. This type of deed lets property owners transfer real estate to beneficiaries while keeping full control of the property while they’re alive. A Lady Bird Deed differs from a traditional life estate deed because it lets the owner refinance, sell, or mortgage the property without needing permission from future beneficiaries. This flexibility makes it attractive for many Texas homeowners.

Another reason to pursue a Lady Bird Deed is that you can avoid the probate process. When an owner passes away, the property will automatically transfer to the named beneficiaries. The probate process can be extremely overwhelming and stressful. Besides saving time, avoiding this process can mean more money in your family’s pockets since they can avoid expensive legal fees. Texas residents also choose a Lady Bird Deed for Medicaid planning. This type of deed can preserve a person’s eligibility for Medicaid while still allowing the home to pass on down to their heirs.

While a Lady Bird Deed can be an effective estate planning tool, it needs to be handled properly. Mistakes in drafting or recording the deed can lead to consequences, including title issues or disputes among heirs. This deed may also not be ideal if your estate includes multiple properties, blended family concerns, or significant assets beyond your home.

Our Experience Matters For Lady Bird Deeds

Our San Marcos Lady Bird Deed lawyer brings the necessary knowledge and experience to help!

• Our attorney, Joseph Michael Dickerson, brings over 30 years of legal and business experience. As a Texas board-certified estate planning attorney, he can walk you through the entire Lady Bird Deed process, including helping you decide if it’s the correct path or if you would better benefit from a different estate planning tool.
• Joseph is the author of several books, including “The Road Map to Rich, A Lawyer’s Perspective on Getting and Staying Rich” (Ovation Books, 2007) and “The Texan’s Guide of the Probate Process” (Marigold Horizon Publishing, 2019).
• Our attorney has earned several awards and distinctions, with a couple including the Legal Excellence Award for Literary Distinction by Attorney Magazine – 2019 & 2023 and the Young Professional of the Year by The Laredo Chamber of Commerce – 2019.

Our San Marcos Lady Bird Deed lawyer is available to take your call and give you the proper legal guidance. Contact us today at The J.M. Dickerson Law Firm to schedule your consultation!