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Houston Estate Planning and Elder Law Attorney Blog

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Divorced? Update Beneficiary Designations

Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will get the life insurance…

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Senate Strives to Ease Medical Care Access for Veterans

  The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this bill is passed by the House and…

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You’re Getting Married? Is Your Estate Plan Current?

At some point, everyone needs to consider estate planning. It’s time to create an up-to-date estate plan when you experience one of these life events. Think estate planning isn’t for you? Think again! And it’s not just a one-time deal; changes in your life should result in changes to your…

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Pre-Retirement To-Do’s for Houston Boomers

Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Have you checked your list and you’re sure you’re ready to retire? You may have a few items to address before your golden…

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Time to Review Your Houston Estate Plan: 4 Key Dates

So how do you know if your estate plan is out-of-date?  If your will or trust predates these four key “freshness dates,” it may be time to visit your attorney for a review. Estate plans are not meant to be a one-time deal. If life changes – or the law…

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Can I Have Your Password, Please?

“‘Do you have any important business online?’ That is now just as important of a conversation as asking somebody their health care preferences in a life-threatening situation.” Leaving your digital accounts out of your Houston estate plan can prove to be a big, bad mistake. Most digital accounts require passwords…

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Sharing End of Life Plans is a Gift to Family

At Hospice of Anchorage, end of life planning is what clinical director Alison O'Donnell encourages. Having advanced directives, or a living will, and a power of attorney in place is a gift to family, she said. Near retirees all over the country are starting to think about downsizing for retirement.…

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