Resources

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…

Can a Small Estate Affidavit Transfer Title to Homestead Property?

A small estate affidavit is a legal document that can be used to transfer property to heirs without a formal probate. Heirs can take advantage of this…

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 I Change My Will Before My Divorce is Final?

Couples who are happily married make different estate planning choices than couples who are separated and heading towards divorce. Happily married couples generally create Wills that protect…

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…

Why Should My Will Include a Self-Proving Affidavit?

I received a note from someone last week who said he had gone to court for the purpose of probating his grandparents’ Wills. The Will was signed…