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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:…

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…

Planning for the Unexpected

I went on a trip last month without knowing where I was going. My husband wanted to plan a surprise vacation for the family to celebrate his 50th…

Can an Agent Under a Power of Attorney Revoke a Transfer on Death Deed?

The Texas Transfer on Death Deed allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a…