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…
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…
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…
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.
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…
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…
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…
Most spouses have at least one joint bank account. Both spouses contribute to the account and can write checks or make withdrawals out of it. The fact…