201702.14
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The 15 Best and Worst States for Retirees

The new list by WalletHub, ranking the best and worst states for retirement living. WalletHub compared affordability (40% of the score – includes cost of living, general tax friendliness, taxes on pensions, annual cost of home care services and adult day care), health care (30% – includes on health care facilities, emotional health, life expectancy,…

201702.14
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Trump Nukes Estate Plans – Dealing With The Uncertainty Of Changes In The World Of Seniors

Mention North Korea’s ballistic tests, the border wall with Mexico, or the Immigration Executive Order, and Estate Planners won’t even blink. Mention the Death Tax Repeal Act of 2017, the fiduciary rule for financial advisers, and nursing home arbitration, and they will tear their clothes and go screaming into that good night. Not that it…

201702.01
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Social Security & Guns

Was the rule an infringement on Second Amendment rights, or was it merely protecting the public from people who should not have firearms? In the waning days of the Obama administration, a rule was implemented requiring Social Security to review its lists for people receiving certain disability payments, where the disability was related to mental…

201701.17
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The Texas Legislature Rides Again – A Primer for the 85th Legislative Session

When they call the roll in the Senate, the Senators do not know whether to answer ‘Present’ or ‘Not guilty.’   – Theodore Roosevelt The Texas Legislature is in session: no person or property interest is safe. To comprehend the danger, you must first understand the relatively incomprehensible legislative process. It begins innocently enough when…

201701.13
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The Plight of Burial Plots

Little known laws are the light of a litigator’s life. Example: the law of cemetery plots. The right to be buried in a certain plot is known as “the exclusive right of sepulture.” The right is usually conveyed to the person via a certificate of ownership, although that is not the only way it may be conveyed….

201701.03
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Ruling Tosses Common Probate Procedure

And then there were two. For years, Texas has had 3 basic types of probate for a decedent’s estate: independent administration, dependent administration, and muniment of title. The two administrations involve appointment of person or entity to serve as executor/administrator and then various required procedures. In contrast, a muniment of title requires only one hearing…