ESTATE PLANNING BLOG

February 27, 2015
Investment and Financial Planning Houston

Is a Texas revocable living trust right for your Houston estate?

As a Houston estate planning and probate lawyer, I often get questions about different estate planning techniques.  Often, clients ask me about whether a Texas revocable […]
February 26, 2015
Houston blended family estate planning

Houston Blended Families Need an Estate Plan

I recently heard a story from a colleague regarding a probate matter in Houston.  A man’s wife had recently died without a will in Texas (known as dying […]
February 23, 2015
Houston estate planning with IRA

How your Houston estate may be affected by changes to inherited IRAs

A recent proposal by President Obama would have an effect on how Individual Retirement Account (IRA) and other retirement plan distributions are taken after the account […]
February 21, 2015
Aunt Jemima - Estate Planning

What Aunt Jemima can teach you about estate planning

Last August, two alleged great-grandsons of Anna Short Harrington, the woman who was the face of the Aunt Jemima brand of syrup and pancakes, filed a […]
February 18, 2015
Constitution - Estate Planning

Texas Probate Judge Holds Gay Marriage Ban Unconstitutional

Yesterday (2/17/2015), a Texas probate court judge ruled that the Texas ban on gay marriage is unconstitutional.  In his ruling (which can be viewed here), Travis […]
February 18, 2015
estate planning taxes

Tax issues involved in administering a Houston estate

Dealing with the death of a loved one is difficult.  During this trying time, it can be especially difficult to focus on things like administering the […]
February 17, 2015
houston estate planning nest egg

Houston estate planning with a Roth IRA

You may already know the benefits of a Roth IRA in planning for your retirement.  However, it is also an equally effective estate planning tool.  As […]
February 17, 2015
Planning for Estates in Houston - Money

Rules that apply to non-cash charitable deductions

If you itemize your deductions on your tax return this year, you may want to take advantage of any charitable contributions you made in 2014.  While […]
February 13, 2015
houston estate planning - social media

Who will update your Facebook page if you die?

Most people don’t think about Facebook and other social media profiles when considering the impacts of estate planning in Texas.  However, these accounts are assets that […]
February 12, 2015

Why DIY estate planning may not work for your Houston estate

In the age of the internet, many of us are used to finding out what we need to know about a subject by entering a search […]