9362956394 sam@moakandmoak.com
What is a Trust?

What is a Trust?

I am often asked to review out of state or older trust, so this week I thought I would discuss what a trust is and a few of the basic types of trust. A trust is a legal instrument that transfers title to designated property from the owner, called the donor or grantor,...
Estate Planning Is Essential

Estate Planning Is Essential

I heard today on the radio that people who are perpetually late live longer. If that is the case, I’m going to live a long time. In fact, in study done in 2000 said there was a 75% probability for men living to the age of 78, 50% probability of living to 85 and a 25%...
THE NIGHT BEFORE CHRISTMAS, LEGALLY SPEAKING

THE NIGHT BEFORE CHRISTMAS, LEGALLY SPEAKING

The information in this column is not intended as legal advice but to provide a smile during this holiday season.  Any readers with a legal problem should lighten up this week, life is precious, so enjoy your family and friends now and join the real world after...
GET OUT AND VOTE

GET OUT AND VOTE

The information in this column is not intended as political opinion or promotion but to provide an incentive to VOTE. Well, here we are in the middle of what may be the greatest voter turnout in history. It is exciting to see. For the next 2 weeks you can early vote...
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...