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A holographic will form for the pandemic.
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Texas changes its statutory power of attorney frequently. Effective dates and select changes are summarized here.
Estate Tax Changes
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
More Insurance and Estate Planning
Insurance agents are agents for the insurance company, not you. Here’s when to consult an insurance analyst.
Estate Planning Rules of Thumb
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.
Managing Someone Else’s Money
You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
Do You Need a Living Trust?
Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.
Trustees
Trustees manage your money long-term. Picking one is easier when you know what they do.
Statutory Management Trusts
Did you forget to give anyone your power of attorney? Here’s one alternative to guardianship.