Odds and Ends

The Uninteded Consequences of Not Having A Will:
Deadbeat Dad Claims Part of Deceased Son’s Estate

January 9, 2012

While I was in Houston over the Holidays, I read an article in the Houston Chronicle that illustrates the unintended consequences of not having a will. It was about a man named Timothy Cole, whose father had not been a part of his life since he was seven years old. Timothy Cole died in the [...]

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Happy Holidays!

December 21, 2011

It’s hard to believe that another year has come to an end! If you’re like me, you’re scratching your head wondering where all the time has gone. As I look back on the year, I feel very blessed to have had the opportunity to work with so many of you! So rather than writing about [...]

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Saying Goodbye

November 29, 2011

Not too long ago, my book club read a highly acclaimed book titled “The Art of Racing in the Rain.” I couldn’t finish it. In fact, I couldn’t get past the first chapter. Everyone who read the book loved it, but it hit too close to home for me. It is written from the perspective [...]

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Rumors of Estate and Gift Tax Changes

November 14, 2011

With the passage of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act which Congress passed last December, many believed that we’d have some certainty about the estate and gift tax for at least a couple of years. The new law set the estate tax at 35 percent for individual estates valued at over [...]

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Friday Funny: More Dilbert Estate Planning Humor

May 20, 2011
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The Greatest Gift

December 20, 2010

It used to be that the Christmas season didn’t start until the day after Thanksgiving. But now, retailers bring out their holiday decorations the day after Halloween, and do their best from that day forward to convince us that the only way to express of our love to others is by buying them expensive gifts. [...]

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