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Flower Mound, Texas
Estate Planning and Elder Law Attorney
Recent Activity
You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have probably weathered your fair share of storms and grown stronger because of them. To prepare for the future and the... Continue reading
Posted Feb 5, 2020 at MEREDITH | PC
You have recently divorced your spouse and the judge has signed the divorce decree. Now what? Although you may feel as though you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your former... Continue reading
Posted Feb 5, 2020 at MEREDITH | PC
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren.... Continue reading
Posted Feb 5, 2020 at MEREDITH | PC
Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is not enough: Take action now to ensure that you and your family or... Continue reading
Posted Jan 13, 2020 at MEREDITH | PC
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the forms provided by DIY websites and asked... Continue reading
Posted Jan 13, 2020 at MEREDITH | PC
It is very important to regularly review and update all of your estate planning documents. However, your financial power of attorney is one document that should be reexamined more frequently than others. Revisiting your financial power of attorney will help ensure that the person you have appointed (your agent) is... Continue reading
Posted Jan 13, 2020 at MEREDITH | PC
A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “ face.” If any of these are left out, the snowman... Continue reading
Posted Jan 13, 2020 at MEREDITH | PC
Real estate is more than just your primary residence. It can include other real estate such as a vacation home or a rental property. Depending upon the type of real estate you own, the ideal form of ownership can vary. Below, we take a look at the different types of... Continue reading
Posted Jan 13, 2020 at MEREDITH | PC
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, or “titled,” is necessary because this determines the extent of control you have over your real estate, how susceptible your property is to... Continue reading
Posted Jan 11, 2020 at MEREDITH | PC
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a positive impact for many older Americans but could have... Continue reading
Posted Jan 11, 2020 at MEREDITH | PC
According to the Pew Research Center, in 2017, there were 44.4 million foreign-born people living in the United States, 55% of whom were non-citizens. As a result, there are many occasions when a non-citizen may be the beneficiary of the estate of a U.S. citizen, for example, if the non-citizen... Continue reading
Posted Dec 13, 2019 at MEREDITH | PC
It’s understood that everyone needs a will. However, many people put it off. Don’t be one of those people. Your family will remember, and it won’t be a happy memory! Celebrities aren’t the only ones who fail to plan for their passing. The difference is, their failures can become instructive... Continue reading
Posted Jan 18, 2019 at MEREDITH | PC
The big picture presented by the National Institute on Retirement Security is not a good one. Working Americans are completely unprepared for retirement. The National Institute on Retirement Security is a non-profit research and educational organization that focuses on the development of public policies that help retirement security in America.... Continue reading
Posted Jan 17, 2019 at MEREDITH | PC
Everyone’s needs are different. For most people, one large policy is enough. However, what if your life is not like everyone else’s? How do you know how much coverage you need? Most people never really think about adding more life insurance, once they buy a policy. They figure they have... Continue reading
Posted Jan 16, 2019 at MEREDITH | PC
If you’re living on your retirement savings, while waiting to start taking Social Security benefits to full retirement age or even age 70, you might be costing yourself thousands in taxes. It’s annoying. There’s no way around it. You’ve worked your whole life, and paid taxes on those earnings. Now... Continue reading
Posted Jan 15, 2019 at MEREDITH | PC
We’re not talking about what happens to your soul, or if you are headed to a peaceful place, or even what happens to your physical remains. Have you thought about what happens to the world you leave, your family and friends and your possessions, after you die? Let’s say you... Continue reading
Posted Jan 14, 2019 at MEREDITH | PC
It’s great that overall our life expectancies have increased, but with longer lives, comes a greater risk of bad choices and financial elder abuse. There are steps you can take to protect those you love. As we age, so does our brain. Even high functioning retirees, who have no outward... Continue reading
Posted Jan 11, 2019 at MEREDITH | PC
With less than half of Americans having an estate plan in place, we are in the same boat as celebrities, like Aretha Franklin or Prince. While our estates may not match their assets, the messes left behind are just as painful to family members. A recent survey from found... Continue reading
Posted Jan 10, 2019 at MEREDITH | PC
You might think that pastors, who lead congregations in occasions of birth and death, would be a little more aware than the rest of us of the events of life, and by extension, the need for an estate plan. However, a recent survey shows otherwise. A survey of Southern Baptist... Continue reading
Posted Jan 9, 2019 at MEREDITH | PC
Whether or not to roll a 401(k) into an IRA when you are changing jobs or retiring early, does not have a simple yes/no answer. There are a number of factors to consider. If your retirement plan includes retiring before you reach age 59 ½, you may not want to... Continue reading
Posted Jan 8, 2019 at MEREDITH | PC
When you inherit a home from your parents, there are several tax issues that need to be addressed. They differ by state. You’ll need to understand the details, so you don’t end up with a tax surprise. When a home is transferred from a parent to a child, there is... Continue reading
Posted Jan 7, 2019 at MEREDITH | PC
Marvin Rush II founded, what is now the biggest commercial truck dealership chain in North America. Lawsuits are now flying, between his third wife and his son, who claims that his father was incapacitated when new wills were created. The dispute over the estate of W. Marvin Rush II, between... Continue reading
Posted Dec 24, 2018 at MEREDITH | PC
The old saying that the first generation builds the business, the second generation struggles to maintain it and the third squanders everything, is sadly, statistically true. However, creating a legacy might give you better odds of success. If you’ve been responsible and had an estate plan created, you are way... Continue reading
Posted Dec 21, 2018 at MEREDITH | PC
Are big changes coming to RMDs? An executive order may lead to changes that will have a big impact for 401(k) account owners and businesses. During a visit to Charlotte, North Carolina, President Trump signed an executive order that directs the Department of Labor to ease rules on MEPs—small business... Continue reading
Posted Dec 19, 2018 at MEREDITH | PC
What would happen if someone who you don’t know—or someone you do—decides you are not competent and tries to become your legal guardian? Could it happen? The concept of guardianship for a senior is a difficult thing to consider. Maintaining your independence and remaining in charge of your own life... Continue reading
Posted Dec 17, 2018 at MEREDITH | PC