Health and Education Exclusion Trusts (HEET)
The Health and Education Exclusion Trust (HEET) is a dynasty trust intended to pay medical and tuition expenses of persons two or…
Did you have a good summer?
We spent 2 weeks driving to New York to see James’ brother, who is in the marines. Mike met us in Sandusky,…
Types of Ancillary Documents
When many people draft their Last Will and Testament or Living Trust, they often don’t take into account any of the supplemental…
Why Do I Attend so Much CLE?
Most years, I attend a minimum of 80 hours of continuing legal education (CLE) , when in Texas attorneys are only required…
Caregiver Burnout
Caregivers have an incredible responsibility; one that many caring people choose to do for a living, and it’s also one that many…
As you may have read on Facebook…
This month’s article focuses on caregiver burnout. Being a caregiver can be exhausting and take a toll on a caregiver’s health. I…
Is it a reward or punishment?
I have been giving the cat an antibiotic twice a day for the last 10 days. She is not happy with me…
Preserving Your Family History
When you think of estate planning, you may only think of setting up Wills, Trusts, and possibly a Medical Power of Attorney….
I love it when people say nice things about me!
I am truly blessed to have such wonderful clients and friends. I recently had 8 clients and referral sources agree to be…
Veterans’ Benefits Planning
More often than not, veterans walk away from their time of service without fully understanding what benefits are available to them. The…
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