How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.
June 30, 2020
How Can You Disinherit A Child?
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
June 29, 2020
What Should I Keep in a Safe Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
June 26, 2020
Utilizing the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
June 24, 2020
Brad Wiewel discusses Surviving Texas Probate
In the second part of our video series, Brad Wiewel discussed his new book, Surviving Texas Probate, on KXAN. Brad and host Rosie Newberry talked
June 23, 2020
Times In Life When Wills Need To Be Reviewed
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
June 22, 2020
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.
June 19, 2020
How Do I Talk about End-Of-Life Plans?
No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.
June 18, 2020
Looking at tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
June 17, 2020
What You Need to Do after a Loved One Dies
When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
June 16, 2020