Is Your Power of Attorney Too Old?
Texas changes its statutory power of attorney frequently. Effective dates and select changes are summarized here.
Charitable Bequests
Does your Will name a charity? Giving money away is harder than you think.
Estate Tax Changes
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Agent’s Certification
Banks can’t reject your Statutory Durable Power of Attorney without reason. Here’s the certification you’ll need.
Harvey Takeaways
Are you at risk of flooding? Are you caring for someone who is? Here are some lessons learned from Harvey.
Harvey Repairs
Residential construction is treacherous. Don’t sign a contract until you read this.
Harvey Thanks and Resources
The community rallied to help Harvey victims, including my family. Thank you.
Charlie Gard and Texas Right to Transfer Laws
When the doctor and family disagree, the patient is allowed to transfer to a different hospital.
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.
Social Security
You can start taking Social Security retirement benefits any time from 62 to 70. Everyone will want to start Medicare at 65.
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.