Being the executor of an estate is a matter that should not be taken lightly. The executor of an estate has specific responsibilities and duties under the Texas Estates Code, and it is important that these duties are handled properly. The executor of an estate in Texas is the person or persons named as such […]
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If you are over 70 ½ years old and own and IRA, or if you have inherited an IRA, you are most likely aware that you are required to take your required minimum distribution (RMD) by December 31 of each year. If you inherited an IRA, you are also required to take an RMD by […]
Read MoreAs a Houston estate planning and probate attorney, one of the questions I am frequently asked is “How can I avoid probate when I die?” There are a number of ways to transfer different assets outside of the Texas probate process, but one asset that historically has been difficult to deal with is real estate. […]
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As a Houston estate planning attorney, I help my clients with all aspects of estate planning in Texas, including wills, trusts, powers of attorney, and documents naming guardians for children. One aspect of an estate that is often overlooked pertains to beneficiary designations for life insurance policies and retirement assets, such as IRAs and 401(k) […]
Read MoreAccording to a recent article, 70% of Americans have failed to prepare a will or other estate planning documents. As a Houston estate planning attorney, I hear a number of excuses as to why people neglect to plan for their loved ones after they die. One of the most common excuses I hear is “I […]
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