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How Do I Revoke A Texas Transfer On Death Deed?

One of the benefits of a Transfer on Death Deed is that it is completely revocable during lifetime of the grantor (the homeowner making the deed). According…

Will My Estate Have to Pay an Estate Tax?

NB: For information on the current state of the estate tax in light of the Tax Cut and Jobs Act, click here. One of the biggest issues…

Can I Use a Transfer on Death Deed to Transfer My Car Without Probate?

The Texas Transfer on Death Deed allows owners of real estate to transfer their property to beneficiaries outside the probate process. The Deed works like a…

Will Your Surviving Spouse Disinherit Your Children

I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from…

Beware of Love Scams

Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to…

Can I Name Someone Other Than My Spouse As Beneficiary Of My 401(k)?

A concerned relative contacted me. Her cousin had been married for eight years before her recent death. Her deceased cousin had a son from a prior marriage.

Living Life to the Fullest!

As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes…

Do I Need to Execute a Lady Bird Deed before Applying for Medicaid?

A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was…