One factor that often motivates people to choose revocable trust-based plans as opposed to will-based plans is the privacy trusts afford. Assets within a trust pass…
The Texas Estates Code specifically defines who is an incapacitated person. According to the Code, an incapacitated person is: A minor; An adult individual who, because of a…
I read an article by Don McNay recently, which highlights the complexities, expense and unwanted results that can arise in cases of intestacy. McNay is a…
I recently received a heart-wrenching note from a parent, whose 22 year-old son had been involved in an accident. He was knocked unconscious with multiple dislocations…
A testamentary gift to a beneficiary who is also a witness is presumed void. The reasoning behind this rule is that a witness who will benefit…
Forbes Associate Editor, Ashlea Ebeling, wrote a great article last week about estate planning strategies that can discourage a protracted legal battle after your death.
My kids and I play a Volkswagen Beetle game. It’s not Punch Buggy, but rather a unique game that my family created. New Beetles (I hear…
A man (who I’ll call “Jack”), recently called me in a bit of a panic. His fiancé (“Jill”), with whom he had lived for many years in…