Estate Planning, FAQs About Estate Planning

Can a Relative Notarize My Estate Planning Documents?

According to the Texas Secretary of State, there is no rule that specifically prohibits a notary from notarizing documents for a relative; however, notaries should refrain from notarizing…

Estate Planning, Planning for Special Circumstances

Estate Planning For College Students

Eighteen years ago, as I strolled through Babies”R”Us with my newborn baby propped on my shoulder, a middle-aged woman walked up to me and said: “Enjoy…

Estate Planning, Questions About Estate Tax

Did the Tax Cuts and Jobs Act Preserve the Step-Up in Basis?

Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any gift tax that is due. The gift’s recipient…

Estate Planning, Questions About Estate Tax

The State of the Estate Tax After Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the…

Estate Planning, Planning for Special Circumstances

The Risks of Living in Denial of Early Alzheimer’s Symptoms

Last week, I discussed the ten warning signs of Alzheimer’s disease and the fact that because symptoms progress slowly, many family members live in denial until…

Estate Planning, Planning for Special Circumstances

Planning for the Unexpected

I went on a trip last month without knowing where I was going. My husband wanted to plan a surprise vacation for the family to celebrate his 50th…

Estate Planning, The Texas Transfer on Death Deed

Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?

The Texas Transfer on Death Deed allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a…

Estate Planning, FAQs About Powers of Attorney and Directives

Would You Like a Power of Attorney with that Diploma?

It’s that time of year again. High school seniors are preparing to graduate and head off to college, and parents are wondering how it’s possible that their…

Estate Planning, The Texas Transfer on Death Deed

How Do I Revoke A Texas Transfer On Death Deed?

One of the benefits of a Transfer on Death Deed is that it is completely revocable during lifetime of the grantor (the homeowner making the deed). According…

Estate Planning, FAQs About Estate Planning, Questions About Estate Tax

Will My Estate Have to Pay an Estate Tax?

NB: For information on the current state of the estate tax in light of the Tax Cut and Jobs Act, click here. One of the biggest issues…