Estate Planning, The Texas 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
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…
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
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…
Estate Planning, FAQs About Estate Planning, The Texas Transfer on Death Deed
The Texas Transfer on Death Deed allows owners of real estate to transfer their property to beneficiaries outside the probate process. The Deed works like a…
Estate Planning, FAQs About Estate Planning
I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from…
Estate Planning, Planning for Special Circumstances
Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to…
A concerned relative contacted me. Her cousin had been married for eight years before her recent death. Her deceased cousin had a son from a prior marriage.
Estate Planning, Retirement and End of Life Care
As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes…
A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was…