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Managing Digital Assets in Your Houston Estate Plan
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Using Online Notary Publics During the COVID-19 Pandemic
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Houston Estate Planning for Young Families
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Take Advantage of a Rare Opportunity for Savings in Your Estate Plan
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Review Your Houston Estate Plan to Avoid These Common Mistakes
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Houston Estate Planning: The Multiple Benefits Of Charitable Giving
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The Importance of Creating Texas Advanced Planning Directives
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Texas Ladybird Deeds and Medicaid Planning
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The Texas Probate Process and How to Avoid It
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What Should I Know about Guardianship?
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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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Beware the Rush to Make Your Own Will Online
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Are You ‘One of the Many’ Headed toward Financial Disaster?
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How Do I Do the Most with My Inheritance?
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IRS Postpones Gift and GST Tax Filing Deadline to July 15
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Do I Need a Revocable Living Trust?
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The CARES Act Essentials for Individual Taxpayers and Small Business Owners
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Small Businesses Hurt by COVID-19 May Qualify for SBA Disaster Relief Loans
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Both Tax Filing and Payment Deadlines Extended to July 15, 2020
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Estate Planning During Your Current Downtime
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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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What Should I Know about Beneficiary Designations?
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Under 40, Do I Need a Will?
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Fixing an Estate Plan Mistake
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You Could Be Hit with Penalty for an Early IRA Withdrawal
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Dad’s Will and Trust at Odds?
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How Can I Retire Without Paying a Mortgage?
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What’s the Best Thing to Do with an Inherited Investment?
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Some BIG Estate Planning Actions for 2020
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The Most Important Information about Property Deeds
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Don’t Forget to Include These Three Items in Your Will
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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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How Does Life Insurance Factor into Estate Planning?
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Why are IRA Beneficiary Designations So Important?
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Scams are Being Perpetrated on Veterans, Active Military and Their Families
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Mistakes to Avoid when Planning Estates
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What Don’t I Know about My Roth IRA?
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Some Surprising Facts about Retirement
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How Do I Incorporate My Business into My Estate Planning?
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How Will the New SECURE Act Impact My IRAs and 401(k)?
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Is It Time to Sell My Baseball Card Collection?
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I’m Between 55 and 64, How Do I Boost My Retirement Savings?
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What to do with a Sudden Windfall
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Can a Reverse Mortgage be “Reversed?”
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Should I Use a Trust Company?
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What You Need to Know About Being an Executor
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Why You and Everyone Else Needs a Will
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Why Children Should Be Included in Charitable Giving Plans
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What’s the Best Way to Hold Title to Real Property?
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How Powerful are Powers of Attorney?
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Why Would Social Security Tax Children’s Benefits?
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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 Beneficiaries Push Back on a Bad Temporary Administrator?
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Can a Trust Become the Owner of My Home?
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Why Your Business—and Your Family—Needs a Succession Plan
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Veterans Watch Court Ruling for Possible Educational Expansion
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Here are the Estate Planning Documents You Must Have
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How Does a Power of Attorney Work?
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What’s a Safe Place for My Estate Plan?
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What is a Probate Lawyer? Do I Need One?
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How Doctors Can Protect Assets
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Should A Trust be an IRA Beneficiary?
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Make Sure Your Estate and Your Kids are Ready for the Kiddie Tax
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Why 59 ½ is A Milestone to Celebrate
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How a Will Help A Child Manage Distributing Your Property
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A Revocable Trust is Just One Part of an Estate Plan
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How You Can Make the Most of Social Security
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Next Steps When the Diagnosis is Alzheimer’s
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How the Blended Family Benefits from an Estate Plan
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Can I Do Anything About 401(k) Taxes?
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Did Groucho Marx Have Estate Planning and Elder Care Problems?
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How Does the Social Security Disability Benefit Process Work?
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How Gray Divorces Impact Senior Lives
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Does This Letter Ruling Impact Your Charitable Lead Annuity Trust?
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What Happens to Credit Card Debt When Someone Dies in Texas?
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Why Couples Should Go Through the Estate Planning Process Together
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How Does “Community Property” Work in Texas?
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How Hard is it to be an Estate Executor?
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Estate Planning Basics You Need to Know
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What are the Benefits to a Target Date Fund?
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Left Out of Dad’s Will, Court Awards Son $15 Million
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Is a Trust Right for Your Estate Plan?
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When Is It Time to Update A Will?
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These Money Mistakes Add Up Fast
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Stan Lee and Peter Max’s Elder Abuse Cases
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How Trusts Solve Problems in Estate Planning
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Why Do I Need a Durable Power of Attorney?
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Who Pays the Car Lease if the Lease Holder Dies?
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Medicare Doesn’t Cover Everything
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What to Do With a Timeshare When the Owner Dies Without a Will
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Digital Assets and Your Estate Plan
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Why Are Handwritten Wills Risky?
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Elder Abuse Numbers Continue to Increase
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Can I Sell A Long-Term Care Insurance Policy?
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Is a Death Tax the Same as an Inheritance Tax?
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Could Aretha’s Handwritten Wills Be Valid?
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Finished Your Will? Your Estate Plan’s Not Done Yet
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Should You Make Lifetime Gifts While Living?
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“The Password Problem” and Your Digital Estate
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Prince’s Unresolved Estate Battle Likely To Continue for Years
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Why is it Difficult to Pick an Executor?
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End of Life Measures Get Complicated with Shared Legal Powers
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What Purpose Does a Revocable Trust Serve In My Estate Plan?
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How Should I Plan to Age as a Single “Elder Orphan?”
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Tax Traps Can Ruin IRA Status
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Financial Elder Abuse in the Spotlight in Virginia
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Here’s How to Donate to Loved Ones and Avoid a Tax Bite
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New Rules on Benefits Appeals for Veterans
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The Biggest Retirement Risks? The Ones You Don’t Know About
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Why Do I Need to Have Power of Attorney Forms?
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Born in the USA, But Want to Retire in the U.K.?
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What Singles Need to Know About the Tax Cuts and Jobs Act
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A Love Story: George and Barbara Bush
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When Disaster Strikes, Will Your Estate Be Ready?
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The In-Between Stages of Competency
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What Will Happen to Paul Allen’s Vast Fortune?
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Tis the Season to Be Generous—Thanks to the IRS
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What is a Medical Directive, and Does It Expire?
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Is Your Estate Plan Working for You?
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Countdown to Retirement with Three Simple Questions
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One Dozen Must-Have Documents
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How Does Medicaid Treat College Savings Funds?
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Brad Pitt is Savvy About His Children’s Future
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Leaving a Legacy? Expand What That Means
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Another Facet of Social Security to Learn: The Earnings Test
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Aging Parents and the Important Conversations to Have Now, Not Later
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Robert Indiana, LOVE Artist’s Estate in Litigation
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More Information Equals A Better Outcome in Retirement Planning
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Are You or Will You Become a “Solo Ager”?
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Dementia and Estate Planning, From a Voice of Experience
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If You Don’t Have a Will Yet, You Should Start Now
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Nothing Saved for Retirement? At Least You’re Not Alone
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How Much Life Insurance Do You Need?
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How Taking Social Security at 62 Makes Sense in Some Tax Brackets
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What Happens in Your World After You Die?
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New Law in Massachusetts Enhances Treatment and Support for Alzheimer’s and Dementia
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A Whole Lot of Soul, But No Estate Plan
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Senator McCain’s Estate and His Legacy
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Can an Estate Plan Become a Legacy Plan?
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URGENT: The VA Regulations Have Changed!
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Special Needs Families Need Strong Financial Planning
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If You Have 529 or ABLE Accounts, Be Prepared for Changes
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What Happens When an Estranged Daughter Shows Up…After Her Father is Gone?
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Not Wealthy? You Still Need an Estate Plan
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Cousin of George Michael Says His Partner is Going to Challenge His Will
:
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When Was the Last Time You Reviewed Beneficiary Designations?
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Deciding About Putting Your Estate Plan Online?
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Medicare Facts and Penalties You Need to Know
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The Empire State Takes Steps to Protect Seniors from Abuse
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New Tax Law Calls for An Estate Plan Review
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Making Smart Decisions About Your Pension
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Why 529s Are Good for Everyone
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What are the Taxes When Inheriting an Out of State Vacation Home?
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Choose Executor, Agent and Trustees Carefully
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Buzz Aldrin’s Capacity Case Illustrates Need to Plan for Aging Issues
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Here’s Where NOT to Retire
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The Unexpected Threat to Estate Planning
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Teach Your Children Early About Retirement Planning
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How Singles Can Address Estate, Financial and Emergency Planning
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A Partial Checklist for Your Will
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Blended Families Need to Blend Estate Planning Too
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Bourdain’s Estate Planning, or Lack Thereof, Mirrors His Life
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Have It Your Way, With a Will
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When is the Best Time to Start Taking Social Security?
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Selecting an Executor: Not Always Easy
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Finding the Right Assisted Living Facility for Now and the Future
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What You Need to Know About Charitable Giving
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When Special Needs Children Become Legal Adults
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Diagnosis for Early Onset Alzheimer Not an Easy Matter
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Did the New Tax Law Change Roth IRA Contribution Limits for 2018?
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Why Your Estate Plan Should Include Life Insurance
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Are You Sure You’re Ready for Retirement?
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Can a Revocable Land Trust Shield Assets from Medicaid?
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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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Business-Owning Baby Boomers Need to Start Succession Planning
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Zsa Zsa Gabor’s Estate Auction a Festival of Hollywood Bling, Old School Style
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What’s on the Mind of Gen-Xers: Not Retirement Planning
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Under New Tax Law, Roth IRAs are More Attractive
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What Goes into a Good Will?
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Mortality Rates Might Make You Think Twice About Claiming Social Security
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What Free Services Does Medicare Provide?
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Proper Planning for the Distribution of an IRA
:
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Tom Benson Excludes Daughter and Grandchildren from his Will
:
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Guardianship Nightmares Surge in Unregulated Environment
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Does Your Estate Plan Match Your Life Right Now?
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Are You Saving Enough for the High Cost of Assisted Living?
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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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Have the Discussion Now About Inheritance and Estate Plans
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What You Need to Know About Evictions from a Skilled Nursing Facility
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Top Three Tax Mistakes by Retirees
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Add Digital Planning to Your Estate Planning Checklist
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Who Pays Taxes When Mom and Dad Make a Generous Gift?
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How Estate Planning Protects Your Loved Ones
:
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Why You Need Long-Term Care Insurance
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Getting Off to the Right Start the Second (or Third) Time Around
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Latest Trend in Senior Housing: A Micro-House for Grandma
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Military Retirement Planning and The Big Decision in 2018
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Fire Safety for the Whole Family
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The New Veterans Identification Card – What You Need To Know
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Can You Make Charitable Donations from Retirement Accounts Without Triggering Taxes?
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Best Time to Start on a Succession Plan? The Day You Start Your Business
:
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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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How Can a Roth IRA Reduce the Tax Burden Facing Your Heirs?
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Living Trusts and Trustees: What You Need to Know
:
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The Big Mistake People Make About Medicare and Assisted Living
:
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What You Need to Know About Wills
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Why Life Expectancy Is Important to Financial Planning
:
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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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How are 401(k)s and IRAs Different?
:
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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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Avoid Penalties by Signing Up for Medicare Part B at the Right Time
:
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How Are Homes Taxed When Inherited?
:
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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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Leaving a Vacation Home to the Next Generation
:
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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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Strong Trust Planning is Important When One Spouse is Not a U.S. Citizen
:
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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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Leave a Legacy of Peace for Your Family with Conversations and Estate Planning
:
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For Entrepreneurs, Make a Succession Plan Part of Your Estate Plan
:
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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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How Insurance Can Be Used to Leave an Inheritance
:
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Can You Successfully Contest a Will?
:
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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
:
Updated:
Guardianship Abuse Still Exists, Despite Changes to the Laws
:
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New Rules You Need to Know About Social Security
:
Updated:
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
:
Updated:
How Powers of Attorney Are Used in Planning for the Future
:
Updated:
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!
:
Updated:
Survivorship Life Insurance Can Serve As an Estate Planning Tool
:
Updated:
Adopting? Congratulations! First, Your Financial Homework
:
Updated:
Done Correctly, Reverse Mortgages Can Be a Positive Solution to Some Houston Homeowners
:
Updated:
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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Houston Estate Planning and Elder Law Attorney Blog