Monthly Archives: January 2012

When should I leave my estate in a trust?

Most often people direct in their will that their estate assets are to be transferred direct to beneficiaries.  However, there are circumstances when transferring your assets to a trust for the benefit of a beneficiary is a much better idea.  … Continue reading

Posted in Estate Planning, Guardianship, Probate, Special Needs Trust, Wills | Tagged , , , , , , , , | Comments Off

Hiring a Caregiver Requires Research

Pamela Yip wrote a wonderful column in the Dallas Morning News today (January 7, 2012) on hiring a caregiver.  I see an increasing number of clients and friends needing these services and many don’t know such services are available or … Continue reading

Posted in Elder Care, Estate Planning, Power of Attorney, Terminal care | Tagged , , , , , | Comments Off

Your invisible estate – planning for digital assets

An emerging area of property that you should give thought to is “digital assets.”  Digital assets can include traditional assets that you access via electronic means, such as your bank and other financial accounts and more specifically, your user names, … Continue reading

Posted in Estate Planning, Power of Attorney, Probate, Trusts, Wills | Tagged , , , | Comments Off