9362956394 sam@moakandmoak.com
Importance of Reading Your Insurance Policy

Importance of Reading Your Insurance Policy

Recently a couple consulted with me regarding their bed and breakfast. While they normally do not go beyond the nightly bed and breakfast, they recently leased out their property for a wedding. Unfortunately, a guest has claimed to have been injured at the wedding....
Probating Your Spouse’s Will

Probating Your Spouse’s Will

A common misconception is that you do not have to probate a Will when your spouse dies. Cheryl P. Rose’s column, Title Issues Can Complicate Real Estate Transactions, in the Senior Living section of this week’s Houston Chronicle, has some excellent points on why you...
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...