Estate Planning Basics

Tips for Designating IRA Beneficiaries

September 19, 2014

Wendy S. Goffe wrote a great guest article on Forbes.com last week that offered tips to avoid problems that can result from incomplete or inaccurate IRA beneficiary designations. Below are her recommendations Name a primary beneficiary (or beneficiaries). Name an alternate beneficiary in case the first one dies before you. Don’t name your estate as […]

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How Can I Protect an Inherited IRA from Creditors?

July 21, 2014

If you’re like most Americans, one of your largest assets is your Individual Retirement Account (“IRA”). Your IRA is considered a “retirement fund” and the money it contains is  protected from creditors who seek to recover debts in bankruptcy. An owner of an IRA can pass it down to a beneficiary when he or she dies […]

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The Importance of Estate Planning in Non-Traditional Families

April 16, 2014

I got a heartbreaking call this week from a woman whose fiancé had recently died. They had been a couple for many years, and were the parents of an infant son, but they had never gotten around to getting married. Her fiancé had a well-paying job with benefits, and was the sole income earner in […]

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FAQs About The Rights of
Same-Sex Couples After DOMA Ruling

July 10, 2013

Seattle estate planning attorney,Wendy S. Goffe, a wrote an exellent and informative guest post for Forbes answering some frequently asked questions regarding the rights of same-sex couples after the DOMA ruling. You can read: After The DOMA Ruling, FAQs About The Rights Of Same-Sex Couples, by clicking on the link.

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Estate Planning for Same-Sex
Couples in Texas After DOMA Ruling

July 3, 2013

Last week, in a landmark decision, the Supreme Court of the United States ruled that the Section 3 of the Defense of Marriage Act (“DOMA”) is unconstitutional. Edith Windsor had challenged DOMA after the death of her partner of 44 years, Thea Spyer, to whom she was legally married. The couple lived in New York, […]

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Is Real Property Purchased with an Inheritance during Marriage Separate or Community Property?

October 3, 2012

Texas is a community property state. Property is classified as community or separate property depending on when and how it was acquired. In Texas, all property acquired during marriage is presumed to be community. Property acquired before a marriage and during the marriage by gift, devise or descent is characterized as separate property. Property retains […]

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