Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. SSI is often confused with Social Security Disability Insurance (SSDI). One of the main differences between the two programs is that SSDI is available to people with disabilities no matter how much…

When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term interests. Personal injury settlements are typically structured in one of…

Families taking advantage of ABLE savings accounts will have a little more flexibility in planning for special needs as a result of the new Tax Cuts and Jobs Act signed into law by President Trump on December 22, 2017. As we previously discussed, ABLE accounts, created by Congress via the passage of the Achieving a…

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes in 2018, according to estimates from the nonpartisan congressional Joint Committee on Taxation….

New to Texas?  …And Other Life Events That Require And Immediate Estate Plan Update   According to the Dallas Morning News, “job relocations by huge companies including Toyota, Liberty Mutual Insurance, JPMorgan Chase, FedEx and Boeing have made Plano the envy of the country.”  Business is booming, and people are moving to the Dallas-Fort Worth…

Is There a Difference Between “Supplemental” and “Special” Needs Trusts? Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The short answer is that there’s no difference. Here’s the long answer: When the field of special needs planning began more than two decades ago, trusts created…

I get it – it runs counter-intuitive in so many ways: why on earth does my child need a Medical Power of Attorney?  He/she has me – I’m the parent!  Even though they still may be under our care in many ways, the law says that they are now fully autonomous; the only rights we…

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you–your child’s guardian could be a relative you despise or even a…

Probate Lawyers Advise on Building Freedom From Court Interference Into Your Estate Plan If you feel that the matters of your estate should be kept private and that your assets should be used for your care during your lifetime and then distributed to your loved ones rather than eroded by court fees, you’re not alone….

Estate Planning for Military Families Celebrating the 4th of July reminds us all how important it is to honor those that have served our country, and those who are currently serving. This time is also a good opportunity for members of the military and their loved ones to consider setting up or revising an existing…

Communication resulting from use of this web site does not create an attorney-client relationship. You will need to meet with an attorney and sign a separate written retainer agreement.

logo-footer