I often get calls and emails from Texans concerned about the amount of federal estate taxes that will be owed after their death. They worry that…
Even in very close families, discussions about estate planning are uncomfortable. It’s difficult to know the right time to bring up the subject, or even what to…
Uniform Transfers to Minors Accouts (UTMA) accounts are an easy and inexpensive way for parents, grandparents and other well meaning individuals to make irrevocable gifts to minors…
A durable power of attorney allows you to choose a person you trust to handle your financial affairs if you become incapacitated and can’t handle them…
Last Monday, I took the whole day off work. I turned off my computer after making just a couple of phone calls that couldn’t wait, and…
Probate is the legal process of proving the validity of a will. It is also commonly understood to refer to the legal process in which the estate of…
Texas is a community property state. Property is classified as community or separate property depending on when and how it was acquired. In Texas, all property…
I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke…