Congratulations! You just got pegged to take care of someone or someone’s stuff. A fiduciary is a person in a position of great trust and responsibility. You are an agent, an executor or trustee. You probably have a family member who thinks...
Explanation of What a Qualifying Income Trust Is and How It Is Used
I get many calls from people wanting to protect assets with a Qualifying Income Trust (QIT), first called a Miller Trust. This type of Trust is very useful in Medicaid Planning and applications. It does not protect assets, but it does help qualify Medicaid applicants for Long-term Skilled Nursing Care.
Texas Law Changes Your Doctor Might Never Notice
Declaration Mental Health Treatment can be signed before Notary Public, Fiduciary Law Change in Texas
Digital Data or How to Work with FaceBook and Bankers
Discussion about who gets access to digital data or How to Work with FaceBook and Bankers
New Access Rights to Digital Assets
New Rights for Texas Agents to Get information about Digital Assets/Information
ELDER LAW: Who is the client?
In most legal matters it is obvious to everyone who is the client. In Elder Law sometimes it is not obvious. Often when Mom or Dad ends up in a nursing home, one of the very adult children will schedule a conference with me. The number of issues involved with an emergency placement of a […]
Points to ponder before signing a Will
This article is meant to help determine what issues should be dealt with when pondering a will.
Why Your Will is the Least Important Estate Planning Document
A Will is used to make a gift made to the persons you want to receive your assets. A Will is important because it helps you give your property to them with less expense and ...
When is a Guardianship Necessary?
Guardianship is needed when a person fails to name someone to assist him or her in powers of attorney and other planning documents before becoming legally unable to do so.