Last night I took my youngest son, Billy, to a Huntsville Independent School District Meeting. He is working on his Eagle Scout requirement and needed to attend a public meeting. Last night’s topic was on the recently passed bond and an overview of the construction process moving forward. While a very exciting time in Huntsville, …
When making the first appointment with clients to discuss their estate plan we are commonly asked “What should I bring?” Therefore, I thought that would be a good subject for this week’s column. Your first meeting with an estate planning attorney can be daunting. Nobody really enjoys talking about their own death with a complete …
Continue reading “What Should You Bring to Your Estate Planning Attorney?”
Editor’s Note: The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. This week I reviewed a client’s estate plan with her …
Continue reading “Experience and Training Make the Difference in Estate Planning”
The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. There is a widespread misconception that estate planning is simply a method …
Continue reading “Do You Really Need an Estate Planning Attorney?”
The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. In previous columns, I explained the importance of having a Durable Power …
The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstances. Both heart and mind must be working well if the owners of …
The information in this column is not intended as legal advice but to provide a general understanding of the law. Any readers with a legal problem, including those whose questions are addressed here, should consult an attorney for advice on their particular circumstance. Future changes in your circumstances could affect the efficacy of your Wills …
What would you do if you found out someone filed a fraudulent deed with regards to your property? A deed filed by a minor or a person forging a signature of a deceased person purporting to convey the property. Such a fraudulent deed is a void deed, but that does not mean it has no …
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 estate tax. To achieve the estate tax advantages, the client needs …
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 finally escaped the evil clutches of the greedy, …
