I get several calls a month from people saying that they don’t understand why they need to probate their mom’s estate (or their spouse’s, dad’s, brother’s, sister’s estate) because before they died their mom signed a Power of Attorney naming them as their mom’s agent. Or, even worse, they call and say they’ve already taken care of their deceased loved one’s estate using the Power of Attorney. What they don’t

A lot of things end at the time of divorce, not just a marriage.   If you’ve been smart and had an estate plan prepared while you’re married, you now need to be proactive again. Upon divorce, many documents cease to have their same effect. That can often be a good thing, but it can leave holes in your estate plan if you’re not aware of the changes.   For

Besides the pride of owning your own home…along with the taxes, homeowner’s insurance, paying for your own repairs, mowing your lawn…you also get certain protections and benefits that aren’t given to renters. Most, though not all, of these protections and benefits are only available if you have filed a Homestead Designation with your local county appraisal district office. Once you’ve filed the Homestead Designation, then you’re entitled to a homestead

“He no longer has the right to vote.” “He no longer has the power to decide where he lives.” “He no longer has the right to drive a vehicle.” “He no longer has the power to withdraw money from his bank account.” Those can be hard words to hear for any American to hear, but sometimes it’s for that person’s own good. As we are live longer now, more and

Take that snapshot The holidays are here, roaring like a freight train upon us. I want to share one of the habits I’ve gotten into when I head home for the holidays. It goes like this… I like to walk into the main room of my grandmother’s home in West Texas on Christmas Day. In our family, the large Christmas meal is usually a dinner, because years of habit have ingrained that morning

A good portion of our practice is estate planning. To us, this means working with our clients to avoid things they want to avoid, or to hit goals they have sighted in on. There are so many great tools to accomplish you and your spouse’s goals, but let’s just focus on the worries that can plague holiday travel. Get a Medical Power of Attorney This is a big one to

It seems everyone wants a Power of Attorney, even if they aren’t sure what it is or what it does. They just know they should have one. A Power of Attorney designation is a great tool and when used properly it can save a lot of financial hardship and headache. However, an agent appointed by a Power of Attorney has great power and it can easily be abused. Therefore, before

It happens over and over again. A wife comes into my office after her husband has passed away and she wants to know how to get everything switched over to her name. She’s heard of Probate and an Executor but she really isn’t sure how the Probate process works. Maybe her husband’s name was on the car, and both their names were on the house. She just wants to keep

Estate Planning is important for everyone, but it’s crucial for Owners of small businesses. Most people are excited about starting their own business and getting their ideas off the paper and out into the market. They often forget to address worst case scenarios of a failure of the business, debts, or a falling out of the business partners. A proper Estate Plan addresses all those concerns and adds protection to

Raising a child has never been easy. Raising a child with mental disabilities is certainly not any easier and brings with it unique challenges. This article addresses a few of those challenges you as a parent may have already faced, or possibly will face down the road. But don’t worry, along with those challenges I’m going to give you solutions. Just like a child with mental disabilities brings their own