Category Archives: Estate Tax

When to Update Your Will or Trust

Friends often ask me whether they need to update their Will or Trust. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills” or “We already have … Continue reading

Posted in Advance Directives, Community Property, Divorce, Estate Planning, Estate Tax, HIPAA, Inheritance, Power of Attorney, Probate, Trusts, Wills | Tagged , , , , , , | Comments Off

Do You Know Your Probate Terminology?

The Dallas Morning News had a great column this week written by Virginia Hammerle on terms heard when talking about probate.  I am reprinting below that entire article. Cracking the code The special language of probate LEGAL TALK TEXAS At … Continue reading

Posted in Debts, Estate Tax, Income Tax, Inheritance, Probate, Tax, Wills | Tagged , , , , , , | Comments Off

Executor Pitfalls

The Wall Street Journal recently ran an article highlighting some of the difficulties that can arise when a person serves as executor of an estate.  These are just a few of the pitfalls an executor may encounter.  Unfortunately, there are … Continue reading

Posted in Beneficiary designation, Charity, Debts, Estate Planning, Estate Tax, Financial Planning, Inheritance, Probate, Trusts, Uncategorized, Will challenge, Wills | Tagged , , , , , | Comments Off

Update Your Will

You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading

Posted in Beneficiary designation, Estate Planning, Estate Tax, Gift Tax, Income Tax, Wills | Tagged , , , , , , , | Comments Off