Monthly Archives: April 2014

Misfortunes Of Using Legal Forms

The following is from the ABAJournal.com and illustrates one example of the many problems people run into when they try to do their estate planning without an attorney who focuses on estate planning law.   Trusts & Estates Estate dispute … Continue reading

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Reviewing Your Trust

The following column by Pamela Yip was written for the Dallas Morning News and included in their edition on Saturday, April 5, 2014.  It captures well certain matters to focus on when using a trust in estate planning. A Checklist … Continue reading

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More Reasons to Revise Your Estate Planning Documents

In the first part of this series, I discussed twelve reasons for revising your estate planning documents.  Normally I suggest clients review their wills, trusts, powers of attorney and other estate planning documents within at least five years of when … Continue reading

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