Resources

Is A Fill-In-The-Blank Will Valid in Texas?

John was just about to go on vacation. He wanted to have a Will in place in case a tragic accident occurred. So, he did what many…

What Is an Irrevocable Life Insurance Trust (ILIT)?

An Irrevocable Life Insurance Trust, or “ILIT” is an irrevocable trust that own life insurance.  Historically, Americans have used ILITs as a vehicle to make gifts to beneficiaries…

What is a Crummey Trust?

When I tell some of my clients they should consider Crummey Trusts for their beneficiaries, there is typically an awkward pause. “Why would I want to create a…

What is the Difference between Lady Bird Deeds and Transfer on Death Deeds?

Both Lady Bird Deeds and Texas Transfer on Death Deeds are essentially beneficiary designations for your real estate.  Lady Bird Deeds are a product of common law, whereas Transfer…

What is a Lady Bird Deed?

A “Lady Bird Deed” is another name for an enhanced life estate deed, which allows a property owner to transfer property at death without the necessity of probate.

How to Spot, Avoid, and Report Coronavirus Scams

Beware. Con artists are using fears and uncertainty surrounding the COVID-19 pandemic to commit fraud. According to the Federal Trade Commission (“FTC”), Americans have filed more than 200,000…

The Blessing of Planning Ahead

Many years ago, I wrote an article called: What What You Do If You Had 46 Days to Live? It referenced an article about a man named Rob Jaffe,…

Exciting News Amid A Pandemic

I have some exciting news to share: Last month, I was sworn in as a member of the North Carolina Bar! That means that in addition to…