Estate Planning

It’s every parent’s dream to maintain close relationships with all their children as they age. But sometimes, things don’t turn out as parents plan. The reasons vary. A conflict with a child’s spouse or a

No laws affecting retirement plans are final yet, but there are certain changes on the horizon that may require tweaks to your estate plans. The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act recently

I worked with a young couple last year. Both were in good health. They were happily married, had two small children, and were busy balancing their careers and young family. Their plan was typical: If

I received a new client application requesting information about how to set up a power of attorney and Will. The person who submitted the application said she was doing so on behalf of an uncle

A few weeks ago, a journalist emailed me to ask if she could interview me for an article she was writing. The article she wrote appeared in the Statesman 50ATX Guide for Young Boomers and

There is a Texas statute that prohibits Courts from entering any orders that prevent parties in a divorce proceeding from changing his or her Will. Section 253.001 of the Texas Estates Code provides that a

I received an email from a client over the weekend that alarmed me. So much so that called them on a Sunday afternoon to make sure remedial action was immediately taken. When I transmit my

A client was confused. He knew that the federal estate tax only applied to estates in excess of $11 million, so he didn’t understand why significant taxes were due on an IRA he inherited from

Suppose you have a life insurance policy issued as part of an employee benefit plan which identifies your spouse as your primary beneficiary and your adult daughter as the contingent beneficiary. Years down the road,