Estate Planning

A thoughtful estate plan gives your family clarity. It answers who will inherit, who will care for children, and who will step in when needed.

Tips for Preventing Elder Fraud

This article explains common elder fraud scams and offers practical steps seniors and their loved ones can take to prevent financial exploitation, including monitoring accounts and establishing a durable power of attorney.

Storing the Keys to Your Online Financial Lives

The article explains ways to organize and securely store online financial account usernames and passwords so an agent or executor can access them after incapacity or death.

How to Spot, Avoid, and Report Coronavirus Scams

Explains how scam messages, robocalls, fake contact tracers, and fraudulent online stores seek personal or financial information, and outlines practical fraud-prevention steps.

The Blessing of Planning Ahead

Uses two end-of-life planning stories to show how current estate documents and beneficiary designations can reduce pressure on a family during a serious illness.

Powers of Attorney Protect College Students During a Pandemic

Explains why a college student should sign a durable power of attorney, medical power of attorney, and HIPAA authorization before leaving home.

Can I Sign My Will Electronically in Texas?

Explains the article's position on electronic Will signing in Texas, including the distinction between online document preparation, remote notarization, and the execution of a valid Will.

How to Sign Estate Planning Documents in a Pandemic

Describes pandemic-era approaches to signing Texas estate-planning documents and discusses witness, notarization, holographic-Will, trust, and power-of-attorney considerations.

Planning for a PandemicFor a summary of CDC recommendations for adults over 60, read:

An archived COVID-19 post that encourages people to review their Will, powers of attorney, health care agents, and document storage during a health emergency.

Will Transferring My Homestead to a Revocable Trust Prevent Me From Qualifying For Medicaid?

Discusses how placing a Texas homestead in a revocable trust can affect the article's stated Medicaid-resource treatment and compares probate-avoidance alternatives such as a transfer-on-death or Lady Bird deed.

Your Estate Plan May Need To Be Tweaked: The SECURE Act Has Passed

Explains how the original SECURE Act changed inherited-retirement-account distribution planning, including the 10-year rule and the potential effect on conduit and accumulation trusts.

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From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.