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.

How Will I Know If My College Student Has a Medical Emergency When Away at School?

If you are the parent of a high school senior, you’re probably feeling a whirlwind of emotion right now. Just thinking about the fact that I will be in your place in a couple of

Can I Appoint Someone Unrelated to Me to Dispose of My Remains

Some people have a very contentious relationship with members of their immediate family. So much so that they don’t want those family members to even control what happens to their remains when they die. Someone

Will the Balance of a Joint Bank Account Automatically Pass to My Spouse When I Die?

Most spouses have at least one joint bank account. Both spouses contribute to the account and can write checks or make withdrawals out of it. The fact that it is a joint account causes many

‘Tis the Season to be Swindled

Several of my neighbors have recently received calls from individuals impersonating IRS agents. The callers claim that back taxes are owed and threaten arrest if immediate payment is not made on the phone. The calls

The Characterization of Real Estate Purchased With Separate Property During Marriage

A reader asked a very interesting question recently after reading my article on the characterization of property in Texas. He asked whether a house purchased during a marriage wholly with the husband’s separate property will

Frequently Asked Questions About Estate Planning

What happens if I die without a will in Texas? If you die without a Will in Texas, the Texas statutes will determine how your property will be divided. In other your property will be

The Top 10 Reasons Why You Need An Estate Plan

A recent survey found that approximately two-thirds of Americans don’t have a wills, and even fewer have power of attorneys or health care directives. Are you one of them? The survey suggests that the primary

What Will Happen To Your Facebook Account When You Die?

A friend from college died suddenly a couple of years ago. She was a healthy person, but contracted the flu and died from complications from it. A couple of months later, I received a Facebook reminder that

Is There A Difference Between A Beneficiary And An Heir?

The words “Beneficiary” and “Heir” are often used interchangeably, but each word has a very specific legal definition. A beneficiary is someone who benefits from the transfer of property, such as by a Will or

Tips for Designating IRA Beneficiaries

Wendy S. Goffe wrote a great guest article on Forbes.com last week that offered tips to avoid problems that can result from incomplete or inaccurate IRA beneficiary designations. Below are her recommendations Name a primary

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