Frequently Asked Questions About Estate Planning

Can A Minor Orphans Select Their Own Guardians?

Fortunately, most children will not be orphaned before they reach adulthood, but occasionally tragedy strikes. That’s why parent appoint guardians in a Will or Declaration of Guardian. We want to make sure that in the event of the unthinkable, the person or couple we believe is best suited to care for our children and their … Read More

Who Will Take Care of My Pets After I Die?

My dog’s name is Jilly. My family adopted her several months after Elway died. We weren’t really looking to adopt another pet so quickly, but we happened to visit the shelter, and saw her. The shelter estimated she had been a stray for at least six months. Her fur was overgrown and matted, and she … Read More

Keeping the Peace from Beyond the Grave

It’s every parent’s dream to maintain close relationships with all their children as they age. But sometimes, things don’t turn out as parents plan. The reasons vary. A conflict with a child’s spouse or a misunderstanding can strain relationships with the child. Sometimes, it’s not a conflict or disagreement, but distance and time that creates … Read More

Prepare for the Death of the Stretch IRA

No laws affecting retirement plans are final yet, but there are certain changes on the horizon that may require tweaks to your estate plans. The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act recently passed the House with enormous bipartisan support (417-3!). If adopted by the Senate, it will significantly alter the way retirement … Read More

Is an Attorney Absolutely Required for Estate Planning?

I received a new client application requesting information about how to set up a power of attorney and Will. The person who submitted the application said she was doing so on behalf of an uncle who was so ill and incapacitated that he could not sign anything. He had not previously executed a Will or … Read More

Where there’s a Will…

A few weeks ago, a journalist emailed me to ask if she could interview me for an article she was writing. The article she wrote appeared in the Statesman 50ATX Guide for Young Boomers and Beyond. Below is the article as it appeared. You can also read the article online by clicking on the following … Read More