Estate Planning, The Texas Transfer on Death Deed

The Texas Transfer on Death Deed

A Texas Transfer on Death Deed is a legal document that allows you to name beneficiaries to inherit your real estate after you pass away, avoiding the need…

Estate Planning, FAQs About Estate Planning

Can Minor Orphans in Texas Select Their Own Guardians?

IIn Texas, minor orphans who have reached the “age of discretion”—typically 12 years old or older—have the legal ability to appoint their own guardian. This law provides…

Estate Planning, Questions About Estate Tax

How Much Money Can I Give Without Paying Gift Tax?

Under federal tax law, the person making a gift (the donor) is responsible for any federal gift tax due—not the recipient (donee). The gift’s recipient (the donee) does…

Estate Planning, Uncategorized

Final Regulations Under SECURE Act: What You Need to Know

The IRS released the final regulations to the SECURE Act on July 18, 2024. Although regulations mostly mirror the 2022 proposed regulations, they include some clarifications and changes.

Estate Planning, Uncategorized

Estate Planning for the Unexpected

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple…

Estate Planning, Odds and Ends, Uncategorized

Beware the Rise of Voice Cloning Scams

Cybercriminals are using AI to mimic the voices of our family members. Learn how to protect yourself from voice-cloning scams.

Estate Planning

Frequently Asked Questions About Texas ABLE Accounts

Barrack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. It requires each state to pass its own ABLE Act. Governor Greg…

Estate Planning

Will Distributions from ABLE Account for Food or Shelter Reduce SSI Benefits?

What is an ABLE Account? An ABLE (Achieving a Better Life Experience) account is a type of savings account for individuals with disabilities and their families. The account…

Estate Planning, Retirement and End of Life Care, Uncategorized

How to Talk with Someone who is Grieving

Attorney Rania Combs provides some helpful tips for navigating conversations with someone who is grieving after the loss of a loved one.

Estate Planning

Lady Bird Deeds vs. Texas Transfer on Death Deeds: Key Differences, Benefits, and Which Is Best for You

Both Lady Bird Deeds and Texas Transfer on Death Deeds  allow property owners to transfer real estate to heirs without the need for probate. While they share many similarities,…