Resources

Can a Relative Notarize My Estate Planning Documents?

According to the Texas Secretary of State, there is no rule that specifically prohibits a notary from notarizing documents for a relative; however, notaries should refrain from notarizing…

Estate Planning for For College Students

Eighteen years ago, as I strolled through Babies”R”Us with my newborn baby propped on my shoulder, a middle-aged woman walked up to me and said:…

Planning For When Your Mind Fades

A Texas Directive to Physicians allows you to specify what kind of life sustaining treatment should be administered or withheld if you are diagnosed with: A terminal…

How Much Money Can I Give Without Paying Gift Tax?

Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any federal gift tax that is due. The gift’s…

Did the Tax Cuts and Jobs Act Preserve the Step-Up in Basis?

Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any gift tax that is due. The gift’s recipient…

The State of the Estate Tax After Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the…

The Risks of Living in Denial of Early Alzheimer’s Symptoms

Last week, I discussed the ten warning signs of Alzheimer’s disease and the fact that because symptoms progress slowly, many family members live in denial until…

What Are the Warning Signs of Alzheimer’s Disease?

The symptoms of Alzheimer’s and dementia can develop slowly over a number of years, which sometimes makes it easy to mistake them for normal, age-related cognitive decline…