Resources

Dying Without A Will Can Be A Nightmare!

I get calls and emails every week from people struggling to cope death of someone they love. In addition to the grief they experience, many struggle financially…

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…

How Will My Property Be Distributed If I Die Without A Will Before My Divorce is Final?

If you and your spouse are planning to divorce, you probably wouldn’t want your property distributed to him or her if you died while your divorce is…

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…