Odds and Ends
The way multiple party account pass after the death of a joint account holder is determined by statute. Multiple party accounts that are held with rights of…
I received a heartbreaking letter from someone concerned that her 60 year old old sister, who was in a terrible accident a year ago that left…
Estate Planning, FAQs About Estate Planning
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…
Medical Powers of Attorney and Directives
She had two adult children, but her niece was more like a daughter to her. Her niece was also a nurse, who she believed would be better…
Estate Planning, FAQs About Estate Planning, Newsworthy
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…
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…
FAQs About Dying Without A Will, Intestacy
If you and your spouse are planning to divorce, you probably wouldn’t want your property distributed to him or her if you died while your divorce is…
Common Estate Planning Mistakes, Estate Planning
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…
Estate Planning, The Texas Transfer on Death Deed
A Texas transfer on death deed is a beneficiary designation for your home. It works like a beneficiary designation on a life insurance policy or a…
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…