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Houston Estate Planning and Elder Law Attorney Blog

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A Legacy of Service Will Continue Now that Estate Battle is Settled

At last, a happy ending for the estate of the late Veronica Shoemaker, a community activist who made service the heart of her life and business. With the conclusion of the estate battle, Mattie Young, the daughter of the late Veronica Shoemaker, will now be able to keep her mother’s…

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Retiring in 2017? Take These Steps Before You Make It Official

Before you tell HR what your final day of work will be, there are more than a few details that you need to cover to prepare for taxes, make the most of any potential benefits and start retirement on the right foot. If there’s a retirement season, it’s spring or…

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You May Miss the Estate Tax, but Your State May Have Its Own Death Taxes

Some states are cheaper to die in than others, that is, when it comes to death taxes. The average American doesn’t have to worry too much about paying a federal estate tax, as the current federal estate tax exemption is a generous $5.49 million for 2017 and twice that if…

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Strong Trust Planning is Important When One Spouse is Not a U.S. Citizen

With many tech companies, universities and businesses, North Carolina has become home to many resident aliens who contribute greatly to the state’s growth. Estate planning requires special knowledge of non-citizen tax rules. More than $1 billion in annual foreign direct investment gives North Carolina’s private sector employment a huge boost,…

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Daughter Sues Mom, Charging Her with Draining Her Inheritance

Legal battles that lasted longer than the marriage, continue to plague the daughter of a real estate investor. A court action brought by a young woman, whose mother devoted nine years to gaining control of her trust fund, is now trying to free herself from her mother’s financial grip. Her…

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Welfare Check on Senior Leads to Lawsuit against NYPD Officer

A federal judge has ruled that a police officer’s uninvited entry into a house to check on the well-being of an adult with dementia, is shielded by qualified immunity. The response to a possible crisis was correct. Given the number of elder abuse cases, it is encouraging that New York…

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Minus Michael, the Jackson Estate is All Business

Without the spending habits of Michael Jackson and the involvement of members of his inner circle, the Jackson estate has been transformed into an efficient multi-million dollar empire. As it stands now, the only factors that might keep the Michael Jackson money machine from moon-walking into eternity are his heirs.…

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Understanding the Basics about Medicare

Even if you are still working, once you turn 65, you have to navigate your way through an entirely new and complex health care system. While there’s no HR department, there are resources. It starts the day you turn 65, and it’s a bit of a challenge. Seniors need to…

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Can an Estate Plan Protect an Adult Child with an Addiction or Mental Illness?

When all of your time is spent battling the challenges of mental illness or addiction, it’s hard to imagine what the future will bring.  However, that’s exactly why estate planning is so important. It’s not an easy issue to discuss with an estate planning attorney for the first time.  However,…

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Wrong Answers to Two Misconceptions about Estate Planning

The moment you become a parent, you need a will. The same is true once you acquire any kind of asset that you want to give to someone after you die. It’s really that simple. The reasons why so many people don’t think they need a will fall into a…

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