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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…

How to Avoid Being Victimized by Fraud

My mother received a phone call a few weeks ago from someone claiming to be an Apple representative. The caller claimed that a breach in my mother’s…

Can I Change My Will Before My Divorce is Final?

There is a Texas statute that prohibits Courts from entering any orders that prevent parties in a divorce proceeding from changing his or her Will. Section 253.001 of…

Should I Name My Executor As The Beneficiary of My Financial Accounts?

I received an email from a client over the weekend that alarmed me. So much so that called them on a Sunday afternoon to make sure remedial…

What Rights to Beneficiaries of Transfer on Death Deeds Have During the Homeowner’s Life?

A Texas transfer on death deed is a beneficiary designation for your home. It works like a beneficiary designation on a life insurance policy or a…

Should I Name My Estate as the Beneficiary of my IRA?

A client was confused. He knew that the federal estate tax only applied to estates in excess of $11 million, so he didn’t understand why significant taxes…

Avoiding Guardianship in Old Age

A few weeks ago, a client alerted me to an episode of the John Oliver show about guardianships gone wrong. A guardian is someone appointed by…

Can My Husband Give His Children Our Homestead If He Owned It Before We Married?

I received a note from a concerned wife. Her husband had purchased the home in which they reside two years before they were married. Throughout their marriage, she…