Last week, I provided some basic information about what you should do when someone dies. This week I thought I would provide a list of what you should pull together after the funeral. Sometimes it is tough when you are dealing with grief and all the events related to funerals or celebrations of life. My …
Dementia is a subject close to my heart. As anyone who has ever dealt with a loved one suffering from dementia knows, the cost are high and the stress of losing your loved one is tremendous. The GUIDE program, launched by the Centers for Medicare & Medicaid Services (CMS), aims to improve the quality of …
This week I thought I would provide a list of what you should pull together after a loved one dies. Sometimes it is tough when you are dealing with grief and all the events related to funerals or celebrations of life. My hope is this provides a quick and easy reminder to keep you focused. …
While many form a business entity for liability purposes, the fail to understand maintaining your corporation or Limited Liability Company (LLC) in Texas is a critical task that requires attention to detail and an understanding of state requirements. Many folks believe they can just file forms with the Secretary of State for Texas and then …
We have seen a tremendous influx of people to Texas from other states in the past 5 years. Because estate planning is different for each state, new residents need to reconsider their existing estate plans in light of their recent move. Crossing borders can have profound and unforeseen implications for the future. Of course, Texas …
Continue reading “Welcome to Texas! Have you reviewed your Will?”
There is No Such Thing as a Free Lunch I have address this topic several times in the past, but it is a continuing problem and one of my personal pet peeves. While in the past, many trust salesmen used the offer of a free meal to discuss a LIVING TRUST SEMINAR, today the preferred …
I missed getting an article out in September on Alzheimer’s disease, September is Alzheimer’s Awareness Month. However, this is a subject close to my heart because my father, Oliver James Moak, suffered from this condition. Over time, the disease can change a loved one into a seemingly different person. Caring for a loved one with …
Estate planning can be complex, especially when you own property in multiple states. This can raise various legal considerations, potentially complicate the probate process, and increase the administrative burden on your heirs. Understanding the nuances of managing such a diverse portfolio can help streamline the process and ensure your assets are distributed according to your …
Continue reading “Ownership of Out of State Property in Estate Planning”
As the 89th Regular Session of the Texas Legislature draws to a close, I thought it might be interesting to provide a legislative report covering significant bills impacting real estate matters in Texas. Senate Bill 17 SB 17 is one of several measures introduced this session aimed at restricting certain types of foreign ownership of …
Continue reading “Real Estate Matters In The 89th Regular Session”
While the simplicity of a Will driven estate plan in Texas is most favored, some situations dictate using a trust instead. Navigating the details of a trust in the pursuit of crafting an optimal estate plan can be overwhelming. All 50 states have different systems of probate. The ultimate purpose of probate is to transfer …
