When I suggest a Crummey Trust to clients, I often get a smile and a puzzled look. “Why would I want a crummy trust?” they ask. Despite…
This article explains, in plain terms, what a Durable Power of Attorney (DPOA) is, when it begins, when it ends, and what it allows an agent to do.
When a person dies without a valid will in Texas, families are left to sort out a whole lot of loose ends. A house that is still in…
When some people hear the words “estate planning,” they picture a mansion or significant wealth. But estate planning is not just about making sure your property gets to…
Our lives are constantly changing. If you’ve gotten married or divorced, welcomed a child, lost a loved one, moved to a different state, bought a new home, opened…
Congress recently passed sweeping legislation, which includes many changes to tax policy, spending, and entitlement programs. One of the most significant changes for estate planning is an increase in…
Most clients I work with voice concern about the amount of federal estate taxes that their families will have to pay after their death. They have heard…
Texas is one of 12 states that have an income cap to qualify for Medicaid long-term care. That means some people who need nursing home care have too…