No laws affecting retirement plans are final yet, but there are certain changes on the horizon that may require tweaks to your estate plans. The Setting Every Community…
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…
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…
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…
A few weeks ago, a client alerted me to an episode of the John Oliver show about guardianships gone wrong. A guardian is someone appointed by…
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…
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…