Resources

Can I Make Handwritten Modifications To My Typewritten Will?

Your typewritten Will likely reflected all your wishes when you originally signed it, but things may have changed. It may be that you’d like to replace the…

Did the Texas Legislature Create a Back Door for the Creation of a Self-Settled Asset Protection Trust?

Trusts with spendthrift provisions protect assets from claims of creditors because they prevent the beneficiary or any other creditor from forcing a trustee to turn over trust…

Tips for Preventing Elder Fraud

A neighbor was at home with her young children when someone claiming to be an IRS agent called her. He told her that she owed back…

What is a Miller Trust?

A Miller Trust, or qualified income trust, is an irrevocable trust that allows individuals qualify for Medicaid long-term care services, such as nursing home care, when they earn…

Is A Fill-In-The-Blank Will Valid in Texas?

John was just about to go on vacation. He wanted to have a Will in place in case a tragic accident occurred. So, he did what many…

Is Your Estate In Order?

Rania Combs discusses tips for organizing your estate so your fiduciaries have all the information they need to handle your affairs.

What Is an Irrevocable Life Insurance Trust (ILIT)?

An Irrevocable Life Insurance Trust, or “ILIT” is an irrevocable trust that own life insurance.  Historically, Americans have used ILITs as a vehicle to make gifts to beneficiaries…

Storing the Keys to Your Online Financial Lives

If you’re like many Americans, you pay most of your bills online. It’s so much easier. There are no checks to write, and no stamps…