Resources

Will Former Spouse Inherit Bank Account if Named as P.O.D. Beneficiary?

I received a note recently from someone whose brother had recently passed away. Her brother was divorced and had no children. He was survived by four siblings.

Can an Agent Under a Power of Attorney Revoke a 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…

An Environmentally Friendly Burial Option

If you prefer walking through a forest rather than a cemetery, and the thought of lying in a coffin under a gravestone for all eternity gives…

Would You Like a Power of Attorney with that Diploma?

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…

Will Having a Will Help me Avoid Probate?

I received a note this week from someone who was confused. A friend’s husband had died leaving a Will that gave his wife a house he owned…

How Do I Revoke A Texas Transfer On Death Deed?

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…

Will Signed Before Marriage Doesn’t Make Provision for Spouse

A widow contacted me this week. Her husband of 19 years had recently passed away. She found a Will he had signed before they met leaving everything…

Will My Estate Have to Pay an 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…