Archive by Author

Are you an Executor?

30 Aug

How many times has someone told me, “I’m my mom’s executor”, and I have responded, “No you’re not.  Your mom is still alive!  You’re not an executor until she is gone.”  I usually tell them more.  I have to add quite a bit more information because they just keep adding layers of complexity and formality […]

Life On A Farm

03 Jun

Aldo Leopold wrote in his book A Sand County Almanac , ‘There are two spiritual dangers in not owning a farm.  One is the danger of supposing breakfast comes from the grocery, and the other is that heat comes from the furnace.’  My clients know that I am a self-described country boy.  Each day I […]

A Memorial Day Thank You

21 May

My office is located on the corner of Broadway and Funston. This is the juncture that the funerals proceed through on their way to Fort Sam Houston National Cemetery.  Many days, we see three processions.  On Fridays there may be even more.  It is a reminder to me, and clients who happen to be sitting […]

An Honor to Serve

20 Dec

In my 22nd year, I’m as excited as ever about being your estate planning attorney.  Every new client gets the good news: there’s a better way to do things than what you’ve heard. We can avoid probate; we can plan strategically for taxes; we can protect and preserve your assets for generations. You can be […]

From the edge of the cliff

04 Jan

I think it’s generally a bad idea to react in fear.  And, I don’t like legislation that results from congressionally-created crisis.  That being said, the so-called fiscal cliff has been navigated.  We have new tax laws. There are changes to taxable rates for income and capital gains, yes.  My focus, of course, is on the […]

You need ICE

27 Nov

Do you have ICE on your cell phone?  No?  Don’t know what I mean by ICE?  I don’t mean really cold water.  I mean In Case of Emergency! If you are unconscious in your car or on your living room floor, first responders are trained to save your life and now, to find your cell […]

“Super Will” to the rescue!

05 Apr

I’ve been asked by some financial professionals why property would need to be styled in some way other than just in an individual’s name.   There are a couple of reasons.  Perhaps not all apply to you, but consider the following. You have a will.  That’s nice.  Wills transfer property after people die but wills must […]

“What’s up, Doc?”

04 Aug

Often after presentations, attendees exclaim to me their surprise at my passion for the subject of estate planning. They say, “Wow, Matt. You really love talking about wills and trusts and powers of attorney!” Yeah, I do. I love talking about it and doing it. My clients and I share a really good feeling after […]

We Don’t Need No Stinking Bypass Trusts Anymore. Do We? (Part Two)

04 Apr

To preserve your estate tax lifetime exclusion, your good attorney put in your will (or your living revocable trust) a bypass trust.  Might have called it credit shelter trust, might have called it the family trust, regardless, if drafted right, it followed the internal revenue code and could receive your lifetime exclusion upon your death.  […]