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Estate Planning Articles

McNair Dallas Law

living trust or last will

Estate Planning Disaster: Divorce, Death and Missed Details

February 23, 2024
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
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Power of Attorney

How to Be an Effective Advocate for Elderly Parents

February 21, 2024
As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, ...
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Estate Tax Gifting Exemption

Do We Need Estate Planning?

February 18, 2024
Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
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Happy Older Couple considers Marital Trust

How Marital Trusts Help Protect Blended Families

February 16, 2024
Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide ...
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Disability Planning

Write a Letter of Instruction for Loved Ones

February 7, 2024
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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Remarriage

How Do I Protect My Spouse and My Children in a Second Marriage?

February 4, 2024
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies ...
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