Out of State Property
Oct 17, 2015
A comprehensive estate plan contains a Last Will & Testament and additional documents, such as a trust agreement, strategies, and legal tools, to create a thorough estate plan. If you are considering...
See Full Guide
Is My Home an Available Asset for Medicaid Eligibility in Texas?
Oct 10, 2015
To qualify for Medicaid your income and assets must fall below the program limits, which are quite low. You may find yourself asking “Is my home an available asset for Medicaid eligibility in Texas?...
See Full Guide
General Power of Attorney versus Limited Power of Attorney
Oct 03, 2015
A Power of Attorney (POA) is a well-known and used document. However, agents often have problems getting third parties to accept the POA. A general POA has virtually unlimited power to act on behalf o...
See Full Guide
Power of Attorney (POA)
Sep 26, 2015
When properly drafted and executed knowingly and voluntarily, a power of attorney (“POA”) can be an extremely useful legal tool. For example, the POA can be used for medical or financial matters if y...
See Full Guide
What Is “Per Stirpes” and “Per Capita”?
Sep 19, 2015
Estate assets that are not specifically bequeathed to a beneficiary may be gifted “per stirpes” or “per capita”. These terms can have a dramatic impact on the way estate assets are divided and distrib...
See Full Guide
Can I Revoke My Trust Agreement?
Sep 12, 2015
If you have a trust agreement in your estate plan and the terms of the trust are outdated or conflicting, can the trust agreement be revoked? It depends on the type of trust you created. Even if you...
See Full Guide
What Is a Power of Attorney?
Sep 05, 2015
A power of attorney is an extremely useful legal document when used properly. At some point in your life you will likely be asked to execute a power of attorney, so be sure you understand the scope of...
See Full Guide
Why Should I Consider Medicaid Planning?
Aug 29, 2015
Although an estate plan’s primary goal is the distribution of estate assets upon your death, many clients include tax, probate avoidance, and business succession planning in their estate plan. One com...
See Full Guide
How Much Can a Medicaid Trust Protect?
Aug 22, 2015
As the costs associated with long-term care continue to increase, the need to include Medicaid planning increases as well. Although every estate plan is unique, one common addition to an estate plan t...
See Full Guide
An Irrevocable Life Insurance Trust
Aug 03, 2015
Trusts are common additions to many comprehensive estate plans. An experienced estate planning attorney can give you specific advice about which type of trust is right for your plan. An Irrevocable Li...
See Full Guide