Resources

Wishing You Peace

As the year draws to a close, I have a lot for which to be thankful: My greatest joy is my family, and I am thankful for…

What are the Mental Requirements for Making a Will?

A concerned daughter contacted me. Her mother’s Will was outdated, and needed to be updated. She has been wanting to make changes for years, but getting this…

Will Your Surviving Spouse Disinherit Your Children

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…

Beware of Love Scams

Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to…

Can I Name Someone Other Than My Spouse As Beneficiary Of My 401(k)?

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.

Is it Possible to Avoid Probate in Texas without a Revocable Trust?

I have written before that Texas has one of the most simplified probate processes in the country. If a testator instructs in his will that there…

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…

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…