Estate Planning, Retirement and End of Life Care

Living Life to the Fullest!

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…

Estate Planning, FAQs About Estate Planning

Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

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…

Estate Planning, FAQs About Estate Planning

Will Jointly Owned Property Automatically Pass to My Spouse When I Die?

A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held…

Estate Planning, FAQs About Estate Planning, FAQs About Wills, Wills

Have You Reviewed Your Will Lately?

I always schedule a document review conference with my clients before they sign their Wills. It gives my clients the opportunity to ask questions they may have…

Estate Planning, The Texas Transfer on Death Deed

Does Property Passed by Transfer on Death Deed Receive a Step-Up in Basis?

When someone receives a gift, the recipient of the gift is not responsible for reporting the value of any gifts as income. Rather, it is the gift-giver,…

Estate Planning, Planning for Special Circumstances

Before You Pack

My family is going on vacation the end of June. It’s a trip we’ve been planning for more than six months, and we’re looking forward to all…

Estate Planning, Planning for Special Circumstances

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…

Estate Planning, Medical Powers of Attorney and Directives, Retirement and End of Life Care

Why Doctors Choose to Die Differently

An article written by Dr. Jacquelyn Corley on CNN titled “Why Doctor’s Choose to Die Differently” explains why doctors are less likely to…

Estate Planning, Retirement and End of Life Care

End of Life Care: What Would Your Doctor Do?

The Directive to Physicians, or Living Will, is the document that allows you to specify what life sustaining treatments should be administered or withheld if you are…

Estate Planning, Planning for Special Circumstances

‘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…