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Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your...
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Preparing for College in the Fall
With a new school year about to start, I am reprinting an article I posted several years ago for parents with children going off to college or just moving out of the house. If you decide you might...
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Avoiding A Contest
Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone. So here are a few...
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Are Your Minor Children and Adult Children Protected?
I know you’ve heard this from me before, but at this time of year, it is especially important to check some of your important documents to be sure your children are protected. First, your minor...
View ArticleNational Estate Planning Awareness Week: October 17–23
The National Association of Estate Planners & Council is the association of choice for estate planning professionals with nearly 260 affiliated local estate planning councils, and their estimated...
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Your Inheritance – Are You Ready?
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered....
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Protections for Surviving Family in Probate Proceedings
Often times survivors of a decedent are afraid of probate, fearing the small amount in the estate will be eaten up by all the creditors and probate fees. But in Texas, the legislature has created...
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The Dark Side of Improper or No Planning
This is a reprint of a great article I posted in my blog back in 2012. One of my favorite columnists, Pamela Yip, has written another great article regarding the need for estate planning and how the...
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Estate Planning For Singles
If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and...
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Death Certificates
Death certificates in Texas are generally prepared by the funeral home handling the deceased person’s body. Often times the family will obtain the death certificates they need from the funeral home....
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The Importance of Special Needs Planning
If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of...
View ArticleEstate Planning for your Vacation Home
If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective. How and whether that home will be passed on to others is a serious...
View ArticleWorried about an older relative’s driving?
Reprint from my November 2011 post. This subject isn’t exactly estate planning, but it is something an increasing number of clients face. I saw this article on the topic of dealing with parents or...
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Basics of a Texas Will
A Will is a legal document that has several functions. It typically allows you to identify your beneficiaries, designate the way in which your property will be distributed, nominate an executor to...
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Do You Know Where Your Will is Located?
I will often have people call to update their will. When I meet with them they usually have a copy of the will to show me. I will usually ask them if they know where their original will is located....
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Divorce Changes your Estate Planning Documents!
Occasionally people will tell me something like, “I’ve had my will done since my first marriage.” That always gives me concern, because if what they meant is that they and their first spouse did...
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Do You Know Your Probate Terminology?
The Dallas Morning News had a great column this week written by Virginia Hammerle on terms heard when talking about probate. I am reprinting below that entire article. Cracking the code The special...
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Planning for the Long Term
As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our...
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Debts After Death
Dealing with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on the deceased person’s debts – most frequently credit card debts. But can a...
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Husband dies with no will, leaving wife with inheritance questions
Ron Lipman is a Houston attorney that I have turned to for assistance on various legal matters. He writes a column for the Houston Chronicle and recently addressed a question on inheritance rights in...
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