9362956394 sam@moakandmoak.com
Alzheimer Dementia Planning

Alzheimer Dementia Planning

In previous columns, I explained the importance of having a Durable Power of Attorney, Medical Power of Attorney and a Directive to Physicians, Family and Surrogates (commonly referred to as a Living Will). While I often advise clients on the benefits of these...
Amending the Irrevocable

Amending the Irrevocable

I see many clients who have created revocable trust, sold to them by someone promising tax and probate savings. However, the proper trust to achieve estate tax advantages is a lifetime Irrevocable Trusts. The assets in a Irrevocable Trust pass upon death free of...
The Danger of Homemade Wills

The Danger of Homemade Wills

A week or so ago, I read an obituary that reminded me that although the death of a loved one often brings families closer, it can often bring out animosities among family members that has long simmered. The unusual obituary started, “We are so grateful you have...
Will Contest While Rare Are Messy

Will Contest While Rare Are Messy

While watching a law school classmate of mine handle a disputed estate in Fort Bend County, it occurred to me the best way to avoid a Will contest is to have a well written Will prepared by an attorney who can help you avoid potential conflicts. This week I will...