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Friday, August 3, 2018

Six Things You Should Know About Charitable Giving and Estate Planning

For many people, supporting charities is an important part of their life. They prioritize donations to charities as part of their monthly and annual budgets. However, some people forget to plan for charitable giving as part of their estate plan. Because charities cannot be heirs of an estate unless they are named in a will or named as a beneficiary in a trust agreement, it is very important to discuss your charitable giving goals with your...


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Thursday, July 26, 2018

Do You Need an Attorney to Help With Your Social Security Disability Claim?

As a Texas SSDI lawyer, frequently I am asked if someone needs to hire an attorney to file a disability claim. The truth is that you are not required by law to hire an attorney to file for your disability claim. However, as with many other situations in life, simply because you are not required to do so does not mean you should not. In addition, the question above asks if you need a...


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Tuesday, July 10, 2018

Ten Things You Should Know About Guardianships in Texas

Sadly, some individuals will become incapacitated because of an accident or illness. When a person is unable to provide personal care, make sound decisions, or manage finances, the court may need to intervene by appointing a guardian. Texas has specific laws that govern guardianships. A Texas Guardianship lawyer can help you file the necessary documents with the court to seek guardianship. If you are serving as a guardian, you may want to consult with a


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Friday, June 22, 2018

What you Need to Know About a Power of Attorney

Estate planning is important for everyone, regardless of your financial situation, family status, or any other issue. Exerting control of how your final affairs will be handled is a benefit of estate planning. However, the goal of estate planning is to protect yourself, your property, and your heirs by utilizing estate documents and tools. One of the tools that our


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Tuesday, June 19, 2018

Do I Qualify for SSDI/SSI Benefits?

When you are unable to work because of an injury or illness, you may qualify for disability benefits from the Social Security Administration (SSA). However, navigating the disability claims process with SSA can be overwhelming and complicated.  Many of the applications for SSDI and SSI benefits are denied at the initial application phase. Hiring an experienced


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Friday, May 25, 2018

What is the Best Way to Appeal A Disability Benefits Rejection?

Social Security Disability Insurance provides financial benefits to individuals who are unable to work because of a disability or impairment. If a person suffers a debilitating injury or illness, the person should be able to rely on the Social Security Administration (SSA) to adhere to the laws governing disability benefits.  The process should not be overly difficult for someone who is already fighting to take care of themselves after a terrible accident or illness. Unfortunately, our


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Monday, May 21, 2018

Can I Really Avoid Probate?

In Texas, the typical way to transfer assets to heirs after a person dies is through a probate court proceeding. If the deceased person has a will when he or she dies, his or her property should be distributed according to the terms of the will. However, when a person dies without a will, the probate court will oversee the distribution of assets according to the intestate laws in Texas. In either case, a Texas probate lawyer can assist heirs in probating the estate.

However, many people want to try to avoid probate because of the time and cost involved in probating an estate.


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Monday, April 30, 2018

What's the Difference Between a Transfer on Death Deed and a Lady Bird Deed?

Texas property owners can transfer an interest in real estate to a beneficiary by using a Lady Bird Deed. However, in 2015, the State Legislature enacted laws that created another option for property owners to transfer an interest in real estate to a beneficiary. The Transfer on Death Deed is similar to a POD (paid on death) account with a bank. When the grantor dies, the interest in the property transfers to the named beneficiary or beneficiaries. By avoiding probate, the beneficiary can avoid gift taxes.


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Tuesday, April 24, 2018

How Can I Avoid Conservatorship in Texas?


Conservatorship is the legal process in which the court grants a person the authority to manage another person’s finances. The court assumes that minors always need to have a guardian to make important decisions about their care and finances.  However, an adult may need a conservator or guardian because of a disability or illness that results in mental or physical incapacitation.
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Thursday, March 29, 2018

What Is the Best Way to Maximize My Social Security Benefits?

When lawmakers closed the “file & suspend” strategy that most people used to maximize Social Security benefits at the end of 2015, retirees had to focus on other ways to maximize their benefits for retirement. In addition to closing this loophole, lawmakers also made other changes that effectively closed some of the doors to strategies that people also used to maximize Social Security benefits.

Therefore, our Fort Worth Social Security disability lawyers work with our clients to develop new strategies that ensure they have the funds they need during their retirement years.


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Friday, March 23, 2018

What does it take to remove a trustee from a family trust?

While most grantors of a trust think long and hard about who should be their trustee, they may not always make the right choice. Some trustees do not take their duties seriously or take advantage of their fiduciary role. They may also butt heads with beneficiaries on other issues as well.

In most situations, beneficiaries can remove a trustee who is not doing his or her job. However, you will need to show that certain conditions have been met to warrant removal.


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