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Houston Estate Planning and Elder Law Attorney Blog

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Dr. Marcia Levetown Communication Solution

We have recently learned about an exciting new service that we believe may help assist clients in bridging the gap between the circles of care, as we noted in yesterday's blog. Marcia Levetown, M.D. has recently formed HealthCare Communication Associates[1].  Her mission is to lessen the confusion, anxiety and risks…

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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So how do you know if your estate plan is out-of-date?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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