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…
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…
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…
Rania Combs discusses tips for organizing your estate so your fiduciaries have all the information they need to handle your affairs.
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…
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…
When I tell some of my clients they should consider Crummey Trusts for their beneficiaries, there is typically an awkward pause. “Why would I want to create a…
Both Lady Bird Deeds and Texas Transfer on Death Deeds are essentially beneficiary designations for your real estate. Lady Bird Deeds are a product of common law, whereas Transfer…