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Is Creating a DIY Will a Good Idea?
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Leaving Money to a Child Who Isn’t Financially Savvy
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Who Inherits a Texas Estate if There is No Will, and Why Does It Matter?
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Are Beneficiary Designations Enough in a Texas Estate Plan?
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Three Scenarios When You May Need a Power of Attorney
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A Primer on Long-Term Care for 2024/2025
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What is a Living Will, and When Might You Need One?
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Updated:
The Importance of Beneficiary Designations
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Texas Intestacy Laws: What You Need to Know
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Estate Planning Basics: Joint Tenancy with the Right of Survivorship
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What is a Living Will? Do I Need One?
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How to Pay for Long Term Care in 2024 and Beyond
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Important Power of Attorney FAQs
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What is a Revocable Living Trust? Should You Have One?
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How to Know if Your Estate Plan is Up to Date
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Updated:
A Will or a Trust: Which is Right for You?
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Estate Planning Mistakes in Texas and How to Avoid Them
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Three Signs It’s Time to Review Your Estate Plan in Texas
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Efficiently Transferring Ownership of a Family Business in Texas
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Guardianship Issues Under Texas Law
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Why It’s Important to Learn About Probate Before Filing
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Understanding Medicare v. Medicaid in Texas
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What is Medicaid Crisis Planning?
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How to Ensure Your Wishes Are Honored After Your Death
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Preparing for a Consultation with a Houston Estate Planning Attorney
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When a Will May Not Be Enough for Your Estate Plan
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Business Owner Estate Planning Strategies in Texas
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When It’s Time to Consider Adding a Trust to Your Texas Estate Plan
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What is the Difference Between a Will and a Trust?
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How to Determine Which Type of Trust You Need
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Tips for Choosing a Houston Estate Planning Attorney
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Are Online Wills a Good Idea in Texas?
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Five Frequently Overlooked Estate Planning Items in Texas
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Who is Going to Take Over Your Business When You’re Gone?
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What Do You Need to Include in Your Will in Texas?
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What Happens if You Leave Items Out of a Texas Will?
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Business Succession Planning Basics
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Five Estate Planning Tips in Texas
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Probate Avoidance Techniques in Texas
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Estate Planning Gifting Strategies in Texas
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Updating Your Will After Your Children Move Out of the House
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Three Estate Planning Must-Haves in Texas
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Taxes and Estate Planning in Texas: What You Need to Know
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When It’s Time to Update Your Estate Plan
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How to Account for Issues of Capacity When Creating an Estate Plan
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How to Effectively–and Legally–Bypass Probate in Texas
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Planning for Senior Benefits in Texas: The Basics
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Estate Planning and Tax Season: What You Need to Know
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Three of the Most Common Mistakes People Make When Creating DIY Wills
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What Should You Do if You Don’t Have a Trusted Person to Oversee Your Affairs?
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Guardianship FAQs
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When Should You Start Preparing to Apply for Medicaid in Texas?
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How to Ensure Your Wishes Are Honored After You Are Gone
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Should You Create Your Own Estate Plan with Online Resources?
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Choosing a Houston Estate Planning Attorney: What You Need to Know
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When is it Time to Update Your Estate Plan?
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The Basics on Texas Trusts
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Types of Power of Attorney in Texas
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What is Medicaid Crisis Planning?
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Preparing for a Consultation with a Houston Estate Planning Attorney
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Top Five Estate Planning Blind Spots
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Senior Public Benefits Planning in Texas
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What Assets Goes Through Probate in Texas?
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What is a Texas Charitable Remainder Trust?
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Planning for the Day After Your Death
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The Problem with DIY Wills
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What to Expect During Your Estate Planning Consultation
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What to Expect During Your Probate Consultation
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Can You Limit the Power Granted by a Power of Attorney in Texas?
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What is a Special Needs Trust?
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Trust Terms Everyone Should Know
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What Happens if Someone Dies with Two (or More) Wills in Texas?
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Which Assets Must Go Through the Probate Process in Texas?
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What if an Executor Does Not Start Probate?
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What Happens to Your Firearms in Texas After You Die?
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Can a Beneficiary Inherit a Gift if They Received it During the Testator’s Lifetime?
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Who Will Inherit Your Digital Footprint in Texas?
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Probate and Family Feuds: How to Avoid Conflict
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Probate and Incompetence: What Texas Residents Need to Know
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What is a Pour-Over Will in Texas?
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Does Probate Always Require a Lawyer in Texas?
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How is an Inheritance Affected by Divorce in Texas?
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Can You Sell Property During Probate in Texas?
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What is the Cost of Probating a Will in Texas?
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What Should You Bring When You Meet with Your Estate Planning Attorney?
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Are Stepchildren Entitled to Inherit Under a Texas Will?
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What is an Application to Determine Heirship in Texas?
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Are Adopted Children Entitled to Inherit Under a Texas Will?
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How to Demand an Accounting from an Executor in Texas
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Transferring Real Estate in Texas Outside of Probate
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Can a Small Estate Affidavit Eliminate the Need for Probate?
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Estate Planning for Young Professionals: What You Need to Know
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What You Need to Know About Probating a Will in Texas
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Texas Probate FAQs
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Estate Planning for Art Collectors in Texas
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Planning for Incapacity in Texas: How to Prepare for the Unexpected
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When Do You Need a Letter of Testamentary?
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What is a Letter of Testamentary in Texas?
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Why Hire a Texas Estate Planning Attorney?
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Are Family Members Less Expensive than Professional Trustees and Executors?
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Estate Planning for Blended Families Living in Houston
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Creating a Will in Houston: Your Step-By-Step Guide
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Should I Put My Children in Charge of Everything as I Age?
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Why Now Is a Good Time to Start Thinking About Estate Planning
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A Closer Look at Inheritance Laws in Texas and How They Might Affect You
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The importance of Understanding All Tax Implications When Estate Planning
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What is a “Laughing Heir”?
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Protecting Estate Assets from a Child with Poor Money Management Skills
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How Prenups Affect Estate Plans in Texas
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How Long Does Probate Take in Texas?
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Ways of Resolving Estate Disputes in Texas
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What Is the Difference Between a Dependent and Independent Probate Administration?
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How Divorce Affects Your Texas Estate Plan
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Estate Planning Basics: How to Revoke a Texas Power of Attorney
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A Guide to Replacing Important–But Lost– Documents in Texas
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Understanding Special Deeds In Texas
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How Can You Give Another Person the Ability to Make Medical Decisions on Your Behalf?
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Why a Disposition of Remains Document Should be Included in Your Estate Plan
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What is Muniment of Title in Texas?
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What is a Texas Affidavit of Heirship?
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Probating a Texas Will if You Don’t Know All the Deceased’s Heirs
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How a Small Estate Affidavit Can Simplify the Texas Probate Process
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Common Misconceptions About Texas Trusts
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Five Things You Didn’t Know You Could Include in a Houston Estate Plan
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Should Young Families Worry About Estate Planning?
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The Importance of a Houston Medicaid Planning Attorney
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The Steps to Probating a Will in Texas
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Avoiding Probate Litigation in Texas
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How an Irrevocable Trust Can Be Incorporated into a Houston Estate Plan
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Choosing the Right Trustee to Manage Your Trust
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Texas Probate FAQs
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What Assets Must Go Through Probate in Texas?
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What You Can Do to Avoid Probate Litigation
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Probate Considerations When There is Not a Will
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Should You Consider Avoiding Probate?
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Does Texas Have a Simplified Probate Process?
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An Overview of the Texas Estate Process
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What is Probate and Why You Need to Know How Texas Probate Law Works
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Who Can Benefit from a Texas Special Needs Trust?
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Estate Planning Considerations for Gun Owners
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Preparing to Meet with an Estate Planning or Probate Lawyer
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So You’ve Been Named as an Executor or Trustee, Now What?
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How the SECURE Act May Affect Your Long-Term Planning
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Does a Texas Power of Attorney Expire?
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Texas Estate Planning: The Limitations of a Will
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The Revocable Living Trust: What You Need to Know
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Trust Interpretation Up for Debate in Recent Texas Court of Appeals Case
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Decedent’s Wife Defends Claim to Texas Property in Long-Standing Estate Dispute
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Brother and Sister Litigate Trust Distribution Case in Drawn-Out Legal Battle
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Texas Probate Avoidance Strategies: How to Structure Your Assets for the Best Possible Outcome
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A Guide to Navigating Texas Probate Administration
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Significant Other Fights for Loved One’s Assets in Recent Texas Estate Planning Case
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Signs of Elder Abuse: How to Look Out for Your Loved Ones
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Where to Begin in the Estate Planning Process: Common Questions and Misconceptions We See as an Estate Planning Firm
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Millennial Estate Planning: How the Younger Generation is Working Harder and Planning Smarter
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Living Wills: What to Know, How to Decide, and When to Take Action
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A Living Trust: When to Get One and How to Know if It is Right for You
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How a Houston Estate Planning Law Firm Can Step in When Financial Elder Abuse Becomes a Reality for You or a Loved One
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Spotting Elder Financial Abuse: How to Catch it Early and Prevent it from Becoming a Major Issue for Your Loved Ones
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How the New SECURE Act 2.0 Can Affect Your Estate Planning Goals
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What is a Fiduciary Duty with Regard to Trusts and Estate Planning?
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Celebrity Wills Exemplify the Importance of Estate Planning
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What Are an Executor’s Duties?
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What Happens if Someone Challenges the Terms of a Texas Trust?
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How Recent Federal Tax Law Changes Affect Estate Planning in Texas
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How to Stay Vigilant Against Elder Fraud
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How to Talk About Estate Planning
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Deathbed Gifting: Morbid Name, Bad Idea
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Broker Steals from Client with Dementia
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SECURE Act 2.0 Changes Required Minimum Distribution Rules
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Why a Will and a Trust Do Not Make a Complete Estate Plan
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Changes to Your Estate Plan After a Divorce
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Modifications to Your Estate Plan When You Learn You’re Pregnant
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Do Medicare and Medicaid Cover Psychiatric Services for Children?
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Can You Change Your Mind After You Transfer Assets in a Trust?
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Who Makes Your Health Care Decisions if You Can’t?
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McCulloch & Miller Announces the New Estate Planning Maintenance Plan
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The Two Types of Special Needs Trusts in Texas
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Should You Establish a Charitable Remainder Trust?
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Navigating and Avoiding Will Contests in Texas
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How Often Should You Update Your Estate Plan?
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Asset Protection: Who Are You Protecting Your Assets From?
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10 Common Power of Attorney Questions
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IRS Announces Increased Estate-Tax Exclusion for 2023
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Planning for Retirement with a Special Needs Child
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Estate Planning for High-Net-Worth Individuals
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Should I Have an Estate Plan?
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Planning for Unequal Inheritances
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What Happens if You Die Without a Will in Texas?
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The Texas Probate Process Explained
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What Are Conservatorships in Texas and Why You Should Avoid Them
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5 Reasons Beneficiary Designations Don’t Work Well for Estate Planning
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The Importance of Having a Business Succession Plan
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Estate Planning Considerations for Cat and Dog Owners
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Common Estate Planning Mistakes
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The Difference Between Medicare and Medicaid
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Community Property’s Impact on Texas Probate
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Protecting Yourself or Your Loved One from Elder Abuse
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The Costs of Long-Term Care are Rising
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Planning for Incapacity in Texas
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How “the Internet of the Future” Is Impacting Texas Estate Planning
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What Happens if a Beneficiary to a Will Dies
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Importance of Digital Estate Planning in Texas
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Pour-Over Wills in Texas
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How Trustees Can Protect Themselves When Managing a Texas Trust
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Investment Management Pitfalls in Estate Planning
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Texas Estate Planning and Cryptocurrency
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Advantages of a Revocable Trust in Texas
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Texas Estate Planning as You Reach Retirement
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Texas Medicaid Estate Recovery Program (“MERP”)
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Implications of Selling a Business on a Texas Trust or Estate
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Questions to Ask When Creating a Texas Estate Plan
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Strategies to Reduce Texas Estate Taxes
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Transferring Savings Bonds in Texas
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Texas Estate Planning and Online Accounts
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Risks of Handwritten (Holographic) Wills
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Generational Approaches to Texas Retirement Planning
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Cryptocurrency and Texas Estate Planning
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Critical Mistakes to Avoid in a Texas Estate Plan
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What is a Texas Living Trust?
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How to Discuss Texas Estate Planning With Your Parents
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Does My Older Loved One in Texas Need a Guardian?
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Avoiding Common Texas Estate Planning Mistakes
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How to Incorporate Bypass Trusts in Texas Estate Plans
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Digital Currency and Its Effect on Texas Estate Plans
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Including Gifts for Minors in Your Texas Estate Plan
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2022 Texas Gift and Estate Tax Changes
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Overcoming Retirement Risks for Women with Texas Estate Plans
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Necessary Texas Estate Planning Steps to Aid Children After Death
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Texas Estate Planning and Health Savings Accounts
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Two Reasons Texans Should Not Delay Reviewing Their Estate Plan
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Solutions to Women-Specific Needs in Estate Planning
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How to Avoid Probate in Texas
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Why Many Texan Millennials Are Creating Estate Plans
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What Does it Mean to Die Intestate in Texas?
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Updating Texas Estate Plans After a Divorce
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Estate Planning Needs for Texas Millennials Skyrocket
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How to Add Vacation Homes to Your Texas Estate Plan
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Talking with Aging Parents About Their Estate Plan
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Avoiding Texas Estate Planning Mistakes—Especially After Divorce
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Seeking Guardianship for a Texas Loved One
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How to Minimize Estate and Income Taxes for Texas Spouses
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How Estate Planning Can Help Women Overcome Retirement Risks
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Are There Different Estate Planning Rules When Gifting to Texas Minors?
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Changes to Federal Estate Planning Law May Impact Texans
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Health Savings Accounts in Texas Estate Plans
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How to Assist Loved Ones with Cognitive Decline in Texas Estate Plans
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How to Modernize a Texas Estate Plan
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How to Determine if a Particular Asset is Included in a Texas Estate Plan
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Can You Sue a Texas Trust?
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How Texas Estate Planning Can Contribute to Family Stability
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How to Use Roth IRAs in a Texas Estate Plan
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2022 Tax Updates to Keep in Mind for Texas Estate Plans
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Can I Include My Family Heirlooms in My Texas Estate Plan?
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Common Mistakes Made in Texas Estate Plans
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How the COVID-19 Pandemic Has Texans Reevaluating Their Estate Plans
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Texas Estate Planning for Families with Special Needs Children
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How Do I Know if My Estate Plan Is Out of Date?
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Texas Estate Planning for Families with Pets
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Changing a Texas Estate Plan During a Divorce
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Texas Estate Planning Advice to Keep Money in the Family
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Should I Include an LLC as Part of My Texas Estate Plan?
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End of Year Estate Planning Checklist for Texans
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How Holding Cryptocurrency Affects Texas Estate Plans
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What Happens When Someone Dies with Unpaid Debts in Texas?
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Texas Estate Planning Around 2022 Tax Exemptions
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Estate Planning for First Responders in Houston
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Important Conversations to Have with Aging Parents During the Holidays
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Is It Time to Update Your Houston Estate Plan?
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Moving to Texas? How to Revise Your Estate Plan
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Texas Estate Planning Issues to Remember Before 2022
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How to Maximize Your Texas Retirement Income
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Rising Long-Term Care Costs in Texas
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What Are Essential Estate Planning Documents for Texans?
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4 Steps for Writing Your Will in Houston
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Using Life Insurance in Texas Estate Planning
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Estate Planning in Texas: Lessons From the Free Britney Movement
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Complex Family Dynamics and their Impact on Texas Estate Plans
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Preparing for Death-Related Expenses in Texas Estate Plans
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How Houston Estate Planning Impacts Blended Families
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How to Reduce Federal and Texas Estate Taxes
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How Estate Planning Can Reduce Family Dysfunction
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Texas Estate Planning to Protect Family Wealth Through the Generations
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The Implications of Failing to Update a Texas Estate Plan
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McCulloch & Miller, PLLC Among Top B2B Service Providers on UpCity!
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What to Know About Cryptocurrency, Taxes, and Estate Planning in Houston
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How to Prevent Texas Estate Disputes
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How Can Disability Pre-Planning Help Houston Residents?
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Issues Surrounding the Inheritance of a Texas IRA
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Estate Planning for Texas Couples Without Children
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Determining if Estate Taxes Apply to a Texas Property
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How to Make Texas Your Permanent “Domicile” for Estate Planning Purposes
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Obtaining Social Security Benefits for Ex-Spouses in Texas
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Why Houston Investors Should Not Delay Estate Planning
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The Nuts and Bolts of Effective Estate Planning
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Why Texas Common Law Marriage Matters in Probate Court
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The Ever-Changing Field of Houston Estate Planning
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How Recent Concerns Surrounding Conservatorships Can Play into a Texas Estate Plan
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Why You Need a Professionally Written Will in Texas
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How Cohabitation Complicates Texas Estate Planning
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Estate Planning in Houston as a First-Time Parent
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Charitable Lead Trusts in Houston
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Texas Estate Planning for Eco-Friendly Property
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Key Differences Between Wills and Trusts in a Houston Estate Plan
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How to Navigate Unforeseen Issues that Arise in Houston Estate Planning Process
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Shifting to Values-Based Estate Planning in Houston
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Estate Planning Considerations for LGBTQ Couples in Houston
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Texas Estate Planning After Purchasing a Home
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Impact of Increasing Healthcare Costs on Texas Estate Plans
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Considerations for Texans Planning for Retirement
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How Divorce Affects Texan’s Estate Plans
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How May Changes to Estate and Gift Tax Impact Texans?
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What Should I Know About Texas Retirement Taxes?
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Texas Court Rules on Mental Capacity Needed to Admit a Will
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How the Pandemic Affected Estate Planning with Young People
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How to Incorporate Digital Assets into Your Estate Plan
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Why Texas Estate Plans Are Crucial for Every Family
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Pitfalls of Texas DIY Estate Plans
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What is an Advance Directive and Why Do I Need One?
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Why Is it Essential to Plan Ahead for Texas Elder Care?
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What Is a No-Contest Clause in a Texas Estate Plan?
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How Early is Too Early to Look for a Senior Nursing Facility?
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What are Common Texas Estate Planning Costs?
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Avoiding “Scare Tactics” Employed by Estate Planning Companies
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Should You Name a Guardian for Your Child in Texas?
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Will the Senate Estate Tax Bill Impact My Estate Plan?
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What Is a Texas Spendthrift Trust?
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What Is a Texas Transfer on Death Deed?
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What Is a Texas Physician Order for Life-Sustaining Treatment?
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What to Do When a Loved One Has More Than One Will in Texas
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The Dangers of Handwritten Wills and the Importance of Diligent Preparation in Texas Estate Plan
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How to Prevent Financial Exploitation Through a Houston Estate Plan
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What is Undue Influence and How Can You Prevent It?
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The Benefits of Having a Professional Trustee for a Texas Estate Plan
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Why Joint Tenancy Is Not a Substitution for Creating a Houston Estate Plan
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Leaving Stock Through a Texas Estate Plan
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How to Use Life Insurance as a Part of a Houston Estate Plan
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Organ Donation as Part of a Texas Estate Plan
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Should You Update Your Estate Plan When Moving to Texas?
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What is the Difference Between First- and Third-Party Texas Special Needs Trusts?
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How to Distribute Texas Trust Assets to Beneficiaries
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Estate Planning Tips for Texans Going Through a Divorce
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What to Bring to a Meeting with Your Houston Estate Planning Lawyer
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What is a Texas SLAT Trust?
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How You Can Pay for Long-Term Care in Houston
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Why Texans Need an Advanced Health Care Directive
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How to Create a Succession Plan for Texas Small Business Owners
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What is a Gun Trust and Should Texans Get One?
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Texas Estate Planning for Adoptive Parents
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Houston Estate Planning as a New Year’s Resolution
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How Older Adults Can Help Prepare Their Loved Ones for the Inevitable
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Should You Draft Your Texas Estate Plan Yourself?
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Should I Include a Power of Attorney in My Houston Estate Plan?
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Probate and Intestacy Laws in Texas
:
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How to Organize Digital Assets for Houston Estate Planning Purposes
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Common Misconceptions About Houston Estate Planning
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The Best Times to Update a Houston Estate Plan
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Should Texans Delay Their Social Security Benefits?
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Advantages of Having a Professionally Drafted Will in Texas
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Gift Tax Exemptions Under Texas Estate Planning Law
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What is a Houston Life Insurance Trust?
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Houston Estate Planning Lawyers Can Assist with the Preparation of a Living Trust
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Will the Biden Presidency Affect Texas Capital Gains Taxes?
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How the Biden Presidency May Change Texan’s Estate Taxes
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Common Texas Estate Planning Mistakes
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Eligibility for Texas Veterans Benefits After Change in Veterans Affairs Character of Discharge Rules
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Will Medicare Cover The Cost of a COVID Vaccine For Texas Residents?
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How the Increase in Social Security Benefits Will Impact Older Texans
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How Texas Families Can Protect an Elderly Loved One Who Wanders
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What Happens if the Executor of a Houston Will Dies
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The Implications of Texas Intestate Laws
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The Benefits of Having an Attorney Through Texas Probate Proceedings
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Houston Estate Planning for Children with Special Needs
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Do You Have to Pay Estate Tax if You Have a Houston Estate Plan?
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What Constitutes Non-Probate Property in Texas?
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A Few Tips for Those Starting the Houston Estate Planning Process
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What is a Houston Trustee and What Do They Do?
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What Is the Role of an Executor of a Texas Estate?
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What is the SECURE Act and How Does It Affect Houston Estate Planning?
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How Business Owners Can Use Insurance As a Houston Estate Planning Tool
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What is Planned Giving in a Houston Estate Plan?
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Helping Pay for College Through a Texas Qualified Tuition Plan
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What Happens if You Die Without a Will in Texas?
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Resource and Income Limits for Houston Medicaid Applicants
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What Does a Houston Medicaid Planning Attorney Do?
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Who Can Benefit from a Houston Asset Protection Plan?
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The Importance of a Letter of Intent in a Houston Special Needs Plan
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Making Special Needs Planning Easy with the Texas ABLE Program
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Houston Estate Planning Tips for the “Sandwich Generation”
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The Importance of Choosing the Correct Trustee in Your Estate Plan
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Creating a Houston Life Care Plan for Aging Loved Ones
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What You Need to Know About Texas Elder Law
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Solving Common Houston Estate Planning Disputes
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These Texas Estate Planning Strategies Will No Longer Help Avoid Medicaid Penalties
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How Do I Start My Houston Estate Plan?
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For Houston Business Owners, Business Succession Planning is a Must
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How Do Farmers Start an Estate Plan?
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Am I Making One of the Five Common Estate Planning Mistakes?
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What are the Main Estate Planning Blunders to Avoid?
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Both Tax Filing and Payment Deadlines Extended to July 15, 2020
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Employers Now May Help Employees with Tax-Free Direct Disaster Relief Assistance
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COVID-19 UPDATE: Emergency Estate Planning Decisions to Make Right Now
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Can You Get Donated Property Back?
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Blended Family Finances Require Extra Special Care
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Why are IRA Beneficiary Designations So Important?
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Why Estate Planning Matters for People Without Children
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How is a Quitclaim Deed Different from a Warranty Deed?
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Can a Trust Become the Owner of My Home?
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50 or Older? Here are a Few Retirement Questions for You
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Massive Sweep of Elder Identity Fraudsters but Millions More at Risk
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Mortality Rates Might Make You Think Twice About Claiming Social Security
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Tom Benson Excludes Daughter and Grandchildren from his Will
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Lucky Enough to Have an Employer Match?
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Gifting Your Own Funeral: Reasons to Pre-Plan
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Spotlight on Abuse of Elderly through Guardianship a National Issue
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Data on Retirement and Health for Americans Presents a Challenge
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Lawmakers in Michigan Want to Make Elder Abuse a Felony
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What You Need to Know About Wills
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Medicaid Matters—Here’s Why
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Handling Harvey: Your Powers of Attorney
:
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Handling Harvey: IRS Tax Relief
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How Does a Living Trust Work?
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More Changes Coming to Medicare in 2018
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How Long Does It Take to Get a Payment from a Life Insurance Policy?
:
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Estate Planning 101: Check Your Beneficiary Designations
:
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:
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Seniors continue to be Vulnerable to Lottery Scams
:
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Fake Law Firm Website Scamming Seniors in Houston
:
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:
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The Most Important Decision about Social Security: When?
:
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Your Mid-Year Estate Planning Checklist: 10 Things You Should be Doing Now
:
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Address These Four Concerns for Blended Family Finances
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Must-Do Retirement Planning Principles
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Why “Regular Folks” Need an Estate Plan
:
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Britney Spears Pets Live Large, but Without a Pet Trust, Their Luxe Life Is Vulnerable
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A Legacy of Service Will Continue Now that Estate Battle is Settled
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Retiring in 2017? Take These Steps Before You Make It Official
:
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You May Miss the Estate Tax, but Your State May Have Its Own Death Taxes
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Daughter Sues Mom, Charging Her with Draining Her Inheritance
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Welfare Check on Senior Leads to Lawsuit against NYPD Officer
:
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Minus Michael, the Jackson Estate is All Business
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Understanding the Basics about Medicare
:
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Can an Estate Plan Protect an Adult Child with an Addiction or Mental Illness?
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Wrong Answers to Two Misconceptions about Estate Planning
:
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Millennials, It’s Your Time to Start Planning for the Future
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The Biggest Purchase is Not Your House
:
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Four Decisions at the Heart of Retirement Planning
:
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Before You File Your 2016 Taxes, Review These Tax Breaks for the Disabled
:
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Savvy Tips for Dealing with an Inheritance
:
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Alzheimer’s or Dementia Screening Now Covered by Medicare
:
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RMDs for Retirement Accounts: What You Need to Know
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Senior Weddings Call for a Different Kind of Planning
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A Checklist for Post-Funeral Tasks
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From Inside the Firm: Tom’s “Do’s and Don’ts” for Succession Planning
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Not If, But When: Make a Plan for Incapacity
:
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:
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From Inside the Firm: Tom’s Tax Tips for Succession Planning
:
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Protect Yourself and Your Money from Financial Errors in Later Years
:
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Gender Gap isn’t Limited to Income Levels
:
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When “The Talk” isn’t About the Birds and Bees
:
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When Naming a Guardian for Minor Children, Don’t Stop at One
:
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Will You Need a Will in Texas if the Estate Tax is Eliminated?
:
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Don’t Bury Your Tax Returns, Use Them for Informed Financial Decisions
:
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How a Taxable Investment Account Can Be Good for Your Retirement
:
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Fearing Loss of Control is One Reason People try to Hide Alzheimer’s
:
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Social Security’s Less Known Customer Services
:
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Collecting Death Benefits from Life Insurance Policies
:
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Too Old for an IRA? You Can Still Be Tax-Smart
:
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When the Heir is Not A Family Member
:
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A Rose is a Rose–But One Power of Attorney is not The Same as Another
:
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Make Sure Your Divorce Degree Aligns with Your Estate Plan and Vice Versa
:
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It Takes More than a Nest to Protect Your Retirement
:
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Not Having a Will is Risky Business
:
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Trusts: Not Always the Best Option
:
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Father’s Wish to Disinherit Daughter Upheld by Court
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What You Don’t Know About Estate Planning Could Hurt Your Family
:
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Mid-Summer is Time for a Midyear Financial Checkup
:
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Cross-border Financial Planning Helps Expats Move Home and Retirees Live Their Dreams
:
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Second Marriage and Blended Families Add Complexity to Estate Planning
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How to Prepare for Long-Term Care Costs in Houston
:
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Got Kids in Texas Colleges? You Need These Documents
:
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How to Address Giving Your Houston Home to Your Heirs
:
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Divorce In The Mature Years
:
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Longer Life Spans for Special Needs Children Impact Parents’ Retirement Planning
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The Changing Role of Trusts in Estate Planning
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Should Your Aging Parent Live with You?
:
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How One Family Preserved a Legacy and a Fortune for Six Generations
:
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Buyer Beware: Burial Plot Purchase Requires Shopping Savvy
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The High Price of Not Having a Will
:
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Conference Focuses on Dramatic Rise of Elder Abuse Crimes
:
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Create a Legacy Based on What Matters to You
:
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Picking an Executor, a Critical Part of Your Estate Plan
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Why Your Power of Attorney Document is Not a Slam Dunk
:
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Over 21? You Need an Estate Plan
:
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Executor 101: What You’ll Need to Know as an Executor
:
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Special Needs Trusts Provide Parents with Peace of Mind
:
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Need to Track Down a Missing Pension?
:
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When Life Throws You a Curve Ball, Be Prepared to Respond
:
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Selecting an Executor Who is Not a Family Member or Friend
:
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How to Make Your Houston Family Business the Exception That Survives
:
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Here’s One Way to Avoid the 401(k) Penalty
:
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Guardianship Abuse Still Exists, Despite Changes to the Laws
:
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New Rules You Need to Know About Social Security
:
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Not Your Everyday Yard Sale: Houston’s New Estate Sale
:
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Retirees Are Changing Things Up-Could Houston be a Hot Destination?
:
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When Power of Attorney Forms Are Refused
:
Updated:
U.S. Department of Justice Creates Several New Elder Justice Task Forces
:
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How Powers of Attorney Are Used in Planning for the Future
:
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Six Key Houston Estate Planning Documents To Protect Your Loved Ones
:
Updated:
Most Americans Still Don’t Have a Will
:
Updated:
How Do Supreme Court Judges Do Their Estate Planning? Very Well, As It Turns Out!
:
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Survivorship Life Insurance Can Serve As an Estate Planning Tool
:
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Adopting? Congratulations! First, Your Financial Homework
:
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Done Correctly, Reverse Mortgages Can Be a Positive Solution to Some Houston Homeowners
:
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Recent Changes in Estate Planning Laws May be Cause for Review of Your Houston Estate Plan
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Estate Planning and Financial Planning—Two Areas Where Houston Military Families Need Help
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Different Generations, Different Values
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Establishing a Value for Prince’s Estate at the Heart of Upcoming Battle
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Why It’s Important for Houston’s Young Couples to Consider Estate Planning
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Don’t Wait for a Rainy Day to Get Organized, Especially Not in Houston
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Don’t Dive into Texas Medicaid Without a Full Understanding
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Financial Tactic for Houston Alzheimer’s Patients: A Trusteed IRA
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Financial To-Do List: The Master Directory and File Clean Out
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Make That Retirement Nest Egg Stretch As Far as Possible
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Does Your Houston Home Have a Mortgage? Estate Planning Considerations
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Houston Estate Planning? Consider Special Needs Child
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How to Talk To Your Houston Parent About Their Will
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What To Do If Additional Assets Discovered After Estate Taxes Have Been Filed
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New York Proposes Law to Help Preserve Elderly Victim’s Testimony
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Will You Need to Apply for Medicaid?
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Every Houston Family Needs Estate Planning, Especially When It’s Complicated
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Protect Your Houston Retirement – Avoid These Three Mistakes
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Spring Cleaning? Don’t Forget Your Houston Estate Plan
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Survey Shows Wealthy Clients Need Solid Communication Regarding Houston Estate Plan
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Life Changes in Houston? Check Your Life Insurance
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What Houston Surviving Spouses Need to Know About Inherited IRAs
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Houston’s Family-Owned Businesses Need Succession Planning
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Houston Seniors Face Growing Debt Burden
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Estate Planning is the Perfect Gift for Your Houston Family
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Single? Plan Your Own Funeral to Celebrate Your Houston Life
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Oregon Signs New Law Protecting Digital Assets
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Wealthy Family Goes Public With Estate Battle
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Houston, Do You Know the True Cost of Divorce?
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Beneficiary Designations: Do You Know Who’s Who in Houston?
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Houston Families Can Tackle Tough Talk with Aging Parents
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Is Roth IRA Conversion a Good Fit For Your Houston Estate Plan?
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Farming Future Depends on Planning Now
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Glen Campbell’s Alzheimer’s Journey Helps Others Cope
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Renee Benson Wins, Is Named Trustee for Her Late Mother’s Assets
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Good Decisions Today Pay Off For Houston Planners
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Author Harper Lee Protect Privacy Throughout Life
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Do You Suspect Elder Abuse? Take Action, Houston!
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2016 Social Security: Houston Residents Need to Know About Changes
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Strong Financial Health: 5 Steps for Houstonians
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New Baby? New Tax Planning Required
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IRS Audit Red Flags Sometimes Triggered in Retirement Years
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New Jersey Women Target Elderly for Financial Scams
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Ivy League Law Students Fight for Veterans Rights
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A Necessary Chat for Adult Children and Aging Parents
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A Second Opinion: Candid Discussions with your Houston Physician on Memory Loss
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Executor Fees Can be Complicated if Will Does Not Specify Details
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Bishop’s Large Estate: Church vs. Family Members
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New Baby? Good Time to Review Houston Estate Planning Documents
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California Legislators Provide Shortcut Law to Help Senior Homeowners
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Houston Business Owners. What’s Your Plan?
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Houston Boomers. Redefining Inheritance?
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What’s the Point of Dying Rich? Help Your Houston Family Enjoy Wealth
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Tennessee Taking the Lead in Elder Abuse Legislation
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We Lost Mom’s Will! What are Options?
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Texas Land Is Your Legacy and Estate Planning Is Important
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Hey, Houston! What’s Up With Oregon?
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Can Houston Families Create Fair Estate Plans for Kids?
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Happy Birthday, Houston Boomers!
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Houston Parents Need to Protect Children with Estate Planning
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Don’t be a Phool About Money!
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Boomer Parents: Are You Risking Retirement for Millennials
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Advance Planning Important for Families Facing Incapacity
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It’s Shredding Season in Houston!
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Houston Families Can Start Fresh During New Year
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Houston’s Sandwich Generation Needs Helping Hands
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Houston Heirs Will Thank You for Proper Estate Planning
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Everyone Needs to Make Time for Estate Planning
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Scheduled Court Appearances Vital to Legal Cases
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It’s Simple Math: Save for Retirement
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Dementia: Don’t Wait Too Late For Estate Planning
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Change in Lifestyle? Change Your Beneficiaries, Too!
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Nevada TV Investigation Leads to Clark Co. Guardianship Reform
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The Countdown to 2016 is On!
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Hawaiian Advocates Focus on Dementia Task Force
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Estate Planning? Don’t Forget Digital Assets
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Student Loans Can Burden College Grads
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NFL Players Now Have Support Network to Ease into Civilian Life
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Long-Term Care Insurance: Good Investment for Houston Families
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Retirement Planning Should Be Main Goal in 2016
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TV Crime Boss Not Wise Guy About Estate Planning
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Thanksgiving Dinner: Time to Discuss Estate Planning?
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Cost of Adoption Can be Offset with Tax Credits
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Determining Value of a Property Partnership Can be Fair
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Guardian Abuse is a Growing Problem
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Wealthy Estates Just Look Different
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Robin Williams Will Limits Use of Likeness
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Escheatment: Monitor Unclaimed Property Lists
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Heirs of Author J.D. Salinger Rest Easy
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California Decision Highlights Planning Mishaps
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Often Overlooked: How Will Heirs Pay the Estate Tax?
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Large Estate? Consider Gifting to Family
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Leaving Houston? Consider State Estate Taxes
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No Kids? You Still Need Houston Estate Plan
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Can You Be A Millennial Millionaire in Houston?
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Houston: Why Do You Need Life Insurance?
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Medicare 2016 Premium Concerns Loom
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Is Your Estate Plan In Place?
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Planning Care for Houston Pets Who Outlive You
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Truce Reached Over WWII Bomber Jacket Battle When Taxes Due
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Art Collections Can be Estate Tax Burden for Houston Families
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Estate Claims Nude Photos Disparaging
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It’s a Dog’s Life for Beloved Pet of The Simpsons Co-Creator
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Contents of Will Publicly Announced British Actor Lord Attenborough’s Final Wishes
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Estate Planning for Blended Families Takes Special Consideration
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California’s Residency Laws Played Heavily in Elder Financial Abuse Claim
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Medicaid Planning: Estate Planning AND Elder Law Skills Required
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Intrafamily Loans: An Estate Planning Tool for Houston Families
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Inheritance and Disbarred Attorney Leads to Messy Family Dispute
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Judge Sealed Probate Records in Rare Oklahoma Case
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Contract Term Plagues Stevie Wonder
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It’s 100 Birthday Candles for Estate Tax
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James Brown Estate Remains in Dispute
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Family Run Foundations: Subject to IRS Scrutiny
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IRS No Longer Accepts Checks Exceeding $100 Million
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IRS Announces New Estate Tax Rule; Implementation Guidelines Not In Place
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Finalize Your Estate Plan for Planning Your Estate Sale!
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Family Discord Likely When No Will Exists
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History Buffs Note: Old Wills Searchable Online
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Are Pet Trusts Going to the Dogs…Cats…Cockatiels?
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Rival Auction Houses Fight for $500 Million Art Collection
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Houston Families Note: Blended Families Require Extra Planning Effort
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Scams Continue to Grow: Houston Residents Note Warnings
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Robin Williams’ Estate Battle Continues
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Ernie Banks’ Estate Saga Continues
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Change Your Will? Not a Do-It-Yourself Project for Houston Families
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Son’s Inheritance Funded Pursuit and Conviction of Mother’s Murderer
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Legal Action? Note Statute of Limitations and Move Quickly
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Art Collector? Fifth Circuit Ruling May Change IRS Rules on Fractional Art Ownership
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Texas Politics: High Profile Guardianship Case
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Possible Criminal Activities May Impact Heirs to Estate
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Australia Court Upholds Promise Based Upon Family Secret
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Will New IRS Regulations Impact Your Houston Estate Planning?
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Google Makes Estate Administrator’s Job a Tad Easier
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Jimi Hendrix Family Battles Estate Planning Snafus
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New EU Rules May Impact Estate Planning for Land Owners Outside U.S.
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More States Seeking New Legislation to Protect Elderly Investors
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Houston Families Should Take Note of Pending IRS Changes
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Future Trends? Some Savvy Retirement Loopholes May Be Changed
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Estate Planning Isn’t a “Cookie Cutter” Approach for All Millionaires
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Retirement Planning: Use Caution on Houston’s Bumpy Roads
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Are Bitcoins Part of Your Houston Estate?
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NY Psychiatrist Accused of Undue Influence Over Vulnerable Patient
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Are Your Houston Beneficiary Designations Current?
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Daughter’s Disinheritance Ruled “Unreasonable;” Mother’s Will Reversed
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Will Your Reward Points Transfer to Houston Heirs?
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What Happens to Your Houston Facebook Page Upon Your Death?
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You Are An Executor: What to Do and NOT Do
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Can Estate Plans Control Kids After Your Death?
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Can Incentive Trusts Guide Good Behavior?
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Family Feud: Sibling Rivalry Extends Beyond the Grave
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Estate Tax Planning Remains Important Step for Some Houstonians
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Business Succession Planning: Key Element for Houston Business Owners
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Estate Planning Alzheimer’s Disease Patients
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Two Key Documents for Houston Estate Planning
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Can You Talk to Your Aging Parents About Finances?
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VA Long-Term Care: Helpful Benefits Available
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Is a TOD (Transfer on Death) Registration Right for Your Houston Planning?
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Is Your Houston Estate Plan Current?
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Having THAT Conversation with Your Houston Heirs
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Hard-to-Value Houston Estates Can Be Tax Concern
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California’s Proposed Changes May Help Seniors
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YOU Can Define Your Houston Legacy
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Don’t Let Texas Decide What Happens to Your Houston Assets
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Reverse Mortgages: Know Potential Pitfalls
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Grandparent Scam in High Gear During Summer
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Should Houstonians Write Their Own Wills? Probably Not.
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How to Determine Your Trustee?
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6 Questions for Houston Retirees Considering Relocation
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Life Estates May Help Protect Houston Homes
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Estate Reduction Options for High-Wealth Individuals
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Don’t Have a Will? Do You Know What Happens?
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New Laws Possible for Adult Chidren Visitation Rights
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6 Tips to Ease Stress for Houston Caregivers
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Can You Navigate the Medicare Maze?
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Have You Planned for Your Digital Estate?
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Women Have Important Estate Planning Considerations to Address
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Wisconsin’s Northland College Receives $200K from Local Bar Owner
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Dr. Marcia Levetown Communication Solution
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It’s True! Old Age Isn’t For Sissies!
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Report Notes Regional Causes of Death in U.S.
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Divorced? Update Beneficiary Designations
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Senate Strives to Ease Medical Care Access for Veterans
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You’re Getting Married? Is Your Estate Plan Current?
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$788K Estate Could Remain Unclaimed
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Time to Review Your Houston Estate Plan: 4 Key Dates
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Can I Have Your Password, Please?
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Don’t Forget, Houston! Time for Estate Planning
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Crummey Trusts: Viable Tool for Houston Families?
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Houston Families: Be Aware of Elder Fraud
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Guardianship Selected for Bobbi Kristina Brown
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Houston Investors Should Organize Finances for Ease in Planning
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Estate Planning Isn’t Just for Older Adults
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Inheritance: Later vs. Giving Now?
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Have You Selected the Guardian of Your Minor Children?
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South Texas’ “Godfather of Movies” Still Making Headlines in Contested Will
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Law Enforcement Offices Join in Fight Against Elder Abuse
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5 Estate Planning Must-Haves for Houston Singles
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Think You’ll Live to Celebrate 100? Planning for Medical Care is a Must!
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Houston Families Can Follow Guidelines for Children’s Guardians
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Team Houston: Who Are Your Estate Planning Team Mates?
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Garden State Leads Nation in Highest Estate Tax
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Twisted Sister Drummer’s Death Leaves Tangled Mess
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Subsequent Marriages Require Extra Planning
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Late-Life Marriages Go Beyond the Music Selection
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Houston Millennials Require New Financial Planning Strategies
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Retirement and Estate Planning: Tax Codes Kinder to Married Couples
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Caution: Possible Estate Planning Mistakes!
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Are Houston Boomers Neglecting Their Estate Planning?
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Retirement Planning Mishaps Can Impact Houston Seniors
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Does Your Houston Estate Plan Need a Charitable Remainder Trust?
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What Lessons Learned from Fox’s “Empire?”
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Death and Debts: What Can You Do?
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Oregon Leading Charge On Elder Abuse Awareness
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Paper Stocks – What Did Ronald Read Teach Investors?
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It’s National Healthcare Decisions Day! Do You Have Your Advance Directives?
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Houston Family Caregivers Should Ask Important Questions
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Coach Dean Smith Leaves Legacy to Players Via Trust
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Should An IRA Trust Be Part of Your Houston Estate Plan?
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Divorcing? Re-Visit the Details of Your Houston Estate Plan
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Beatles Lyrics: Can Your Houston Family Still Afford You?
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“House of Cards” Offers Life Lesson: You Are Entitled to Nothing
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Don’t Just Think about Your Houston Estate, Plan It!
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Good News for Houston Families: James Earl Jones Tackles Elder Law Topics
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Houston Couples Can Avoid Retirement Pitfalls
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Possible Medicaid Changes Could Lead to Higher Asset Levels
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Distributing Houston Estate Among the Kids – Who Gets What?
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Houston Families Can Explore Advantages of Charitable Giving
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Should a Trust Last 360 Years? Several Mississippians Think So
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529 College Savings Plans Key for Houston Families
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Estate Planning in a Virtual World for Houston Planners
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“Downton Abbey” — A Good Lesson for Houston Families
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Houston Family’s New to Estate Planning? See Helpful Guide
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Yes. YOU Do Need Estate Planning!
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Lessons Learned from Elder Guardianship
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Important Documents For Houston Families: Before Dementia Strikes
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Farming and Other Property Tax Breaks May Net Good Yields for Your Houston Estate Plan
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Daughter Fights to Ensure Father’s Proper Military Burial
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“The Widow Lincoln” Sheds Light on Financial Lessons for Houston Widows
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Divorced? Time to Update Your Houston Estate Plan and Beneficiaries
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Houston Estates Can Be Subject to Same Discord as Celebrity Estates
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Multimillion Dollar Estates Can Be Subject of Family Feuds
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Should Houston Family’s Care About Marlon Brando’s Estate?
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Include Everything in the Prenup! A Lesson from Robin Williams’ Estate Dispute
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Your Houston Estate Plan Check Up
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Houston Parents May Consider ABLE Accounts for Special Needs
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Financial and Estate Planning Houston Parents
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Elder Abuse Is Real, and Houston Needs a Solution!
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Finances and Medicaid Planning: What Houston Seniors Need to Know
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Elder Abuse Accusation in DJ Casey Kasem’s Estate Feud
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Blending Families? Estate Planning a Must for Houston Families
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Massachusetts is Behind on Dementia Care Compliance
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Lessons Learned from Robin Williams’ Estate Battle
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Houston Families: Money-Makers (or Money-Savers) for NOW
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Houston Millennials Should Start Saving Now
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Houston Seniors: Beware of Scammers!
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Houston Parents: Leave Legacy via Roth IRA
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High Wage Earners in Houston Should Mind Tax Tips
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Shoot for an “Ace” in Retirement Planning in Houston
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Guardianships Used by Nursing Homes to Collect from Residents
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Do You Know Your Long-Term Care Options in Houston?
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Can You Get Out of Dodge?
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DIY Estate Planning May Not Work for Houston Families
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Health Care Costs: Integral Part of Retirement Planning
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Houston Families Have Tax Advantaged College Savings Options
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Is It Possible to Take the IRS to Tax Court?
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Houston Families Should Monitor New Tax Proposals
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Florida Puts Focus on Elder Rights and Guardianship
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Houston Planners Should Note New Estate Tax Exemption
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Rent or Sell Houston Home? Downsizing for Aging Parents
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Four Rules to Know about 2015 Estate Taxes
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New Year…New Financial Goals for Houston Families
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Blended Families Can “Step Up” Their Houston Estate Planning
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Houston Families: Do You Have Your ICE File?
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Three Questions to Ask Your Houston Elder Law Attorney
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Got Medicaid? Get Prepared, Houston!
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2015: New Financial Goals for Houston Families
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Lack of Health Insurance Could Impact Houstonian’s 2014 Taxes
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Keeping a Vacation Home in the Family
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A Trust Can Help Keep Public Lives A Bit More Private
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Retirement Planning Changes for Houston Families to Note in 2015
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Estate Planning for Houston Singles: What You Need to Know
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Ring In the New Year with a Roth IRA
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Store-Bought Gifts? Give Assets to Houston Families Instead
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Recent Survey Says 80% of Americans Failed Retirement Literacy Test
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Who Gets Grandma’s Houston Keepsakes?
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Longer Lifespan Can Affect One’s Inheritance
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Caregiving for Loved Ones, Without Family Feuds
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The Time for Giving Is Upon Us! Check Out Houston Opportunities
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Happy New Year? Review Your Finances, Then Celebrate!
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Checking Santa’s Estate Planning Tips for Houston
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Financial Guidance for Late-in-Life Divorces
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Should You “Leave It to Beaver” When It Comes to Houston Estate?
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A Review of Perpetual Trusts?
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Houston Residents and Roth IRAs
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WWII Vet Victim of Elder Abuse
:
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Trusts Remain Good Ideas for Houston Families
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Only the Rich Need a Trust in Houston? Wrong!
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Leaving Texas or Home State to Retire? Do Estate Planning Homework First
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Four Quick Facts About the U.S. Tax Court
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Plan Wisely for Medicaid or Else! One State’s Warning
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Does Your Houston Estate’s Library Hold Great Value?
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Providing for Houston Heirs, Regardless of Wealth
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Planning for Death Is Unpleasant; Critical for Houston Families
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Helpful Houston Estate Planning Add-Ons: A Letter of Instruction
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The More Candles on the Cake, the Higher the Risk of Driving Accidents
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Houston Residents Should Aim Straight For a Gun Trust!
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“Sweetheart Wills” for Houston-Area Couples with No Children
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Houston Business Owners: Tax Tips-N-Tricks for 2014
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Hey Houston Millennials, You Better Start Saving!
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Estate Tax Changes Are Favorable, But Different Worries May Arise
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Houston Families: Don’t Shy Away from Key Estate Planning Questions!
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Five Estate Planning “Don’ts” for Houston Families
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Houston Families: Estate Planning Document List Review
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It’s Time Again: Year-End Planning for Houston Families
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L.A. Says “No!” to Elder Abuse
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Why Should Houston Residents Have a Will?
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Reverse Mortgage Schmortgage … Look at Other Options in Houston
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Houston Residents: What Can Happen If You Don’t Sign Your Will!
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Will Battles Happen in New Zealand Too
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Schemers Steal Property of Deceased Neighbor with No Heirs
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Art Once Stolen by Nazis Is Subject of Lawsuits
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Beneficiary Designations 101 for Houston Families
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Suspicions Arise When Doctor Is Added to Will
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Supreme Court Ruling Says IRAs Not Protected from Bankruptcy
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Pass the Pie: Use Holiday Time to Discuss Estate Planning
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Are Online Estate Planning Forms Worth the Risk for Houston Families?
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Trustee, Co-Trustee … What Is the Best Houston Scenario?
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Plan Before Alzheimer’s Strikes Your Houston Family
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Houston Families Beware: Elder Abuse by a Spouse Can Happen
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Consider These Inheritance Planning Questions for Houston Estates
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Tragedy Can Strike at Any Time, Don’t Delay Your Estate Planning!
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Houston Families: Do Your Beneficiary Designations Align With Your Will?
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Trust Myths Busted for Houston Families
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Is Estate Planning Only for Wealthy Houstonians?
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Should You Use Mediation To Discuss Houston Elder Law Issues?
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Passing on Artwork? How To Divide the “Picassos” of Your Houston Estate
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Tom Clancy’s Unintended Thriller: His Estate Battle
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Estate Planning 101 from Famous Celebrity Stars
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Financial Planning Has Four Seasons In Houston
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Save Your DIY Skills for Saturday Projects, Not Your Houston Estate Plan
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Worried About Estate Taxes? Don’t Die in These States Next Year!
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A Will May Not Cover Every Aspect of Your Houston Estate Planning
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An Introduction to Retirement Planning for Houston Families
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Joan Rivers’ Dream Hollywood Funeral – Is It Tax Deductible?
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Houston’s Billionaire, Bunny and Big Court Battle
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Houston Home Owners: Make Note of New Reverse Mortgage Rules
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Can Houston Baby Boomers Re-Write the Rules for Retirement?
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Houston: Do You Know If Digital Assets Die With You?
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Plan Now for the “What Ifs” of Life in Houston
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Hollywood Couple’s May-December Marriage Sheds Light on Estate Planning Challenges
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Houston Boomers – Beware of These Estate Planning Blunders
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Houston Scam Alert! Don’t Fall Victim to Estate Planning Cons
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Yes, Houston. You Really Do Need a Will
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Fundamental To-Do’s For Houston Families When Loved Ones Pass Away
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Partial Roth IRA Conversions May Reduce Tax Impact for Houston Investors
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The Elder Justice Roadmap Initiative May Help Houston Elders
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Long-Term Care Planning for Houston Boomers: Medicare vs. Medicaid
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Hey, Johnny Football … Protect Your Money From Getting Sacked!
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Estate Planning Must-Dos For Houston College Students
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Houstonians Can Back Up Life With An Estate Plan
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Robin Williams Set Up Trusts To Protect His Children From “Affluenza”
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Baby On Board in Houston? Have You Discussed Life Insurance and Estate Planning?
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Phillip Seymour Hoffman’s Passing Spurs Estate Planning Lesson
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Estate Planning Pointers for Blended Families in Houston
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Houston Estate Planning Step 1: Identify Your Assets
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Houston Parents: Do Your Children Need Guardians?
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Tips for Planning The “Financial Talk” With Houston Parents
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We Like the Idea of a Purposeful Life in Houston
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Houston Parents Can Structure an Inheritance For Their Children
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Breaking Taboos – It’s Time to Talk About Your Houston Estate Plan
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Think You Don’t Need an Estate Plan Because You Don’t Have Kids? Think Again, Houston!
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Beneficiary Designations: Do Houston Families Update Key Documents?
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Houston Twenty-Somethings Can Be Savvy About Estate Planning
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Ruling by Supreme Court Changes IRA Safety
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Breaking Taboos – It’s Time to Talk About Your Houston Estate Plan
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Caution Houston: Estate Planning Gotchas During a Divorce
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If You Can Dream It, You Can Do It in Houston…Unless the Trustee Says No
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Samsung Chairman’s Estate Sparks Tax Questions for Houston Families
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Houston Families: New Developments in Digital Estate Planning
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Houston Heirs vs. Credit Card Debt: Who Gets Paid First?
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Humorous Take on Newsworthy Estate Planning Topics
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Do Houston Residents Need Revocable Living Trusts?
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Philip Seymour Hoffman’s Estate Goes to Girlfriend, Not Kids
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College Assistance from Grandpa and Grandma
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A Qualified Personal Residence Trust: Take a Note from the Clintons!
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The World Knows All About Lou Reed’s Estate – Do You Want the Same Exposure in Houston?
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Can Your Houston Heirs Legally Access Your Digital Assets?
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Drawbacks of Family Limited Partnerships for Houston Families
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Houston College Graduates Need Estate Plans Too
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Deathbed Wills Can Be Contested, So Don’t Wait To Change Your Houston Plan!
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The Power to Adjust the Trust
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Keeping Your Houston Estate Plan Up-To-Date
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The Digital Afterlife for Houston Estate Planning
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Can Your Houston Estate Grow After Death?
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Rising Costs of Special Needs Care
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Adding Your Collection to Your Houston Estate Plan – Does the Value Hold Up?
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Disinheritance is a Sticky Situation
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Financial Tips from a State Treasurer
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Houston Families: Leave an Inheritance or Give to Charity ?
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Doctors Need to Know: Who is the Decision-Maker?
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Estate Tax Liabilities and Life Insurance for Houston Families
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Inheritance “Bugs” at the Smithsonian
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Houstonians Can Plan Short-Term and Long-Term for Business Succession
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How Do You Value a Priceless Yet Worthless Object?
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Art Valuation Vexation – The Taxman’s Test
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Don’t Let an Inheritance Come Between Your Houston Family
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Houstonians Can Protect Intellectual Property
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Preserving Genetic Material for Offspring – How Does this Affect Your Houston Estate Plan?
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Inherited Stock and Taxes – What You Need to Know
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Nevada Asset Protection Trusts: “Seasoned” DAPTs
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The Houston Market is Heating Up for Business Sales
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Houston Families: Are Your Beneficiary Designations Updated?
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Balancing Retirement and Estate Planning in Houston: Can a Roth IRA Help?
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Choosing a Trustee to Control Your Houston Trust
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Special Needs Planning with Trusts
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Financial Planning Before Dementia Strikes
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Wealth Distribution Options for the Single or Childless
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Prenup Vs. Domestic Asset Protection Trust
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End-Of-Life Decisions – What Would The Doc Do?
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Should Houston Women Look At Estate Planning In A Different Light?
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Retirement Across The Border: An Option for Houstonians
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The Federal Estate Tax Exclusion: Get The Facts for Houston Families
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Houston Estates Can Include Plans For Everything – Plants Included!
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Does Your Better Half Know The Plan For Your Houston Estate?
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Houston: Don’t Make These Three Legal Mistakes!
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Giving To A Houston Graduate
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Married? Consider These Eight Estate Planning Goals for Houston Couples
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Creating Inheritance Incentives For Houston Heirs
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Care Choices For Elderly Loved Ones in Houston
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Passing On A Prized Collection To Your Houston Heirs
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A Strategic Plan For Gifting for Houston Families
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Houston Residents: Will Your Wealth Continue On?
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Inheritance Problems for Houston Families: Fighting Over “Stuff”
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What Do You Do With Your Houston Estate If You Have No Heirs?
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Medicare Knowledge: Keeping Up With The Changes
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Are You A Pet Owner? Add A Pet Trust To Your Estate Plan
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Ask Yourself These 3 Questions About Estate Planning in Houston
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Houston Parents: Give The Inheritance Now Or Later?
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Late-In-Life Loves: Legal Concerns For Marriage in Houston
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Estate Planning Rules To Follow
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Does Your Houston Charity Follow Through?
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Guard Your Houston Heirs From IRA Snares
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Is An Inheritance An Initiative Sucker for Houston Heirs?
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Eight Go-To Estate Planning Documents for Houston Residents
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Foundation Renovation: Donor-Advised Funds
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Houston Families and Spousal IRA Heirships
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Estate Planning No-No’s for Houston Families
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The Houston Family Home Hand-Off
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There’s Nothing Easy about Easement Valuations in Houston
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Downsides of Reverse Mortgages for Houston Families
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Adult Day Cares Reduce the Care Giving Burden for Houston Families
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Houstonians May Note Increase in Charity Spend-Downs
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Getting the Biggest Bang in Houston for Your Inherited Property Buck
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Heirlooms Encompass Memories for Houston Families
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Wealth Transfer Goal: Keeping the Houston Family Together
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Stepping Up with Portability in Estate Planning for Houston Couples
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From the Birds and Bees to the “Aging Talk” with Houston Adult Kids
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No Need For Your Life Insurance? Donate It To A Houston Charity!
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The Family Limited Partnership: Your Key To Control In Houston
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Proper Planning For Alzheimer’s Patients in Houston
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Deciphering The Technical Language Of Trusts
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Do Small Family Foundations Have Big Impact in Houston?
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Home Health Care Consideration: The Quality of Care in Houston
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Houston Older Adults Should Get Wishes In Writing Before It’s Too Late
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Houston Business Owners Should Address Risk Management
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Corporations 101: Structure And Taxes for Houston Businesses
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Assisting Loved Ones With Assisted Living in Houston
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Houston Home Owners Should Know Key Issues Of Reverse Mortgages
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Houston Investors May Realize Tax Savings With Frozen Assets
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Houston Families Note: Alzheimer’s Deaths Higher Than Prior Estimates
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Can Houston Families Manage Caregiver Expectations: Is There Compensation?
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No-Contest Clause: Don’t Let Heirs Contest Your Houston Will!
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Houston Business Owners May Combat Values During Sale
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Houstonians: Should Your Gifts Be Made While You Are Still Living?
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Is An Inheritance Helpful Or Hurtful For Houston Families?
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Houston Families Should Note Estate Planning Under Fire With Obama Budget Proposal
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Business Succession Through Employees
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A Family Loan Vs. A Family Gift For Houston Families
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Multi-Generational Living: Who Owns The Houston Home?
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Wills And Trusts: Do Houston Families Need One Or Both?
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Missed IRA Rollover Deadline? How to Get Relief From Being Taxed on “Distribution”
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Houton Families: Going Back To Basis
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The Boomer Inheritance Boomerang May Impact Houston Families
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A Medicaid Primer 101 for Houston Families
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Unequal Inheritances: How Do Houston Families Slice the Pie?
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Houston Families Can Plan A Family Business Legacy
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Estate Planning With A Life Estate in Houston
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When Children Are Responsible For The Nursing Home Bill
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Houston: Family Wealth And Financial Entropy
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Long-Term Care Lapse Logistics Impact Houston Families
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Medicare Rehab Requirements Relaxed?
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Some States Propose Changes To State Death Taxes
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Houston Families: Consider Gifting Your IRA To Your Grandchildren
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What Will Become Of The IRA Charity Rollover?
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When To Shut Down The Pacemaker
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Houston Residents: Planning for the Final Chapter
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End-Of-Life Planning – Four Must-Have Documents for Houston Residents
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Medicaid’s Give And Take
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Preparing A Will: What, Where And Why for Houston Residents
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Should Houstonians Downsize In Retirement?
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Lifetime Gift Exclusion And Recent Surge In Gifting In Houston
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Admitted Vs. Observation: Awareness Of Medicare’s Coverage in Houston
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Are You Making Plans For Your Digital Estate, Houston?
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Protect Your Beloved Pet With A “Pet Trust” in Houston
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When Can Houstonians Use An Estate Tax “Portability” Exemption?
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No Beneficiary Designation? An IRA “Uh-Oh” for Houston Families
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Legacy Planning in Houston – Your 10 Step Plan
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Options in Houston Include Six Unique Trusts For Unique Circumstances
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Inherited Homes And The Challenges Ahead for Houston Families
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Medicaid Lookback Rules for Houston Families
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Philanthropy Lesson: Check Your Houston-Area Charities
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Selling Your Houston Business – Employee Stock Option Plan
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Medicare Denied? Appeal Your Houston Application.
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The Roth IRA Is “Mr. Popularity” in Houston and Beyond
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Houston Residents: Time for A Check-Up For Your Trust
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The Law Blurs The Lines Between Life And Death for Houston Families
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The Many Methods Of Leaving An Inheritance in Texas
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More Medicare Coverage For Mental Health Costs May Aid Houston Residents
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New Year, New Estate Plan for Houston Residents
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Inheritance Isn’t Always About The Cash
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An IRA That Protects Heirs From Themselves
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Beneficiary Designation Debacle
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Four Business Succession Questions Houstonians Need to Ask
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Estate Planning For Your E-mail Account
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529 Colleges Savings Plan – “Super-Fund” It!
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Money Talks With Your Parents
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Estate Planning Resolutions for Houston Families
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Inheritance Planning On Both Sides
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What Is Survivorship Insurance?
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Passing The Torch – Five Succession Tips for Houston Businesses
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Prenup: The “Other” Proposal for Houston Couples
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Talk To Your Houston Heirs About Their Inheritance
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The Reason For Your Giving Season in Houston
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Year-End Giving: What, How, And Why for Houston Families
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Understanding The “Do Not Hospitalize” Directive for Houston Families
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Holiday Table Talk: Financial Discussions for Houston Families
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Houston Families Should Carefully Plan for a Special Needs Beneficiary
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Houston Families: Pass The Assets, But Don’t Drop The Ball
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Can Inherited IRAs Be Impacted By Bankruptcy in Houston?
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Prep Your Houston Business Sale With These 10 Tips
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Responsible Wealth Transfers in Houston
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Last-Ditch Will in Texas
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Insurance And Financial Planning Go Hand In Hand in Houston
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When An Inheritance Hinders Financial Aid in Houston
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The “Appreciation” Of Giving to Houston Charities, Literally
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Empathy for Aging Loved Ones in Houston… Even If They Grumble
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Definition of Estate Planning in Houston
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Planning For Your Own “Brady Bunch” in Houston
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Is Your Texas Will The Final Word? Not Necessarily
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Enjoy Some Diet COLA With Your Social Security
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Confusion Over Assets For Cohabiting Couples in Houston
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Use Family Meetings As A Forum For Estate Planning in Houston
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Are You A Money Manager For Others in Houston?
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“Smart” Giving for Houston Families
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Your Houston Business Exit: By Design Or By Default?
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Houston Families Can Plan For Estate And Gift Tax Exemption In 2014
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Houston Children Have Help in Handling The Assets Of Aging Loved Ones
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Houston Parents Should Share Financial And Estate Plans With Family Members
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Planning In Advance For Your Advance Health Directive in Houston
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Houston Parents: Talking To Your Adult Children About Your Finances
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Estate Planning Challenges for Houston Blended Families
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Debts And Death – What You Should Know about Death in Houston
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Using Trust Funds To Purchase Home in Houston
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