When Do You Have Authority To Act As Agent Or Executor?

If you are listed as an Agent under a Power of Attorney, or an Executor in a Will, when do you have authority to act?

Powers of Attorney

Medical Power of Attorney:

For a Medical Power of Attorney, you only have authority to act when your “Principal” (the person making the Power of Attorney) is unable to make […]

Who Gets Your Retirement Accounts?

You might be surprised! Let’s look at the following examples.

Husband names wife as his beneficiary on his 401(k). Husband and wife divorce and the wife gives up any claim she has to the husband’s 401(k) in the divorce settlement. Husband never gets around to updating his beneficiary designation on the 401(k). Husband dies. Who […]

Business Succession Planning – Who Can Write Checks?

Many of our clients have small businesses. Some may be the sole owner, or only have a few other people involved in their organization. So what happens if the principal person that is running the business suffers from some type of disability or dies? What happens to the […]

I Have Never Met Some Of My Clients

As strange as it may seem, I have never met some of my clients face to face. The attorneys in our firm are licensed to practice law in the State of Texas, which means that we are able to help clients with their legal needs if they live anywhere in Texas, or if they claim Texas as their […]

June 2011 Newsletter

Do You Have An Emergency […]

Do You Have An Emergency Plan?

Recently we have heard of families and businesses forced to flee with short notice due to the threat of wildfires. Hurricane season is also upon us, so there is the possibility of future evacuations due to hurricanes. Every person and every business should have an emergency plan. Do you have […]

May 2011 Newsletter

What You Need To Teach Your Young Adult, I Have A Will From Another State. Do I Need A Texas Will?, I Lost My Share Certificate. What Do I […]

April 2011 Newsletter

Can Helping Someone Actually Hurt Them? Where Is Your Corporate […]

February 2011 Newsletter

Michell S. Bradie Named Business Person Of The Year, Will Your Bank Account Be Frozen When Your Spouse Dies?, Prepared Minutes of Annual […]

January 2011 Newsletter

Where Is Your Will And Who Knows Where To Find It? IMPORTANT – File Your Franchise Tax Return, Even If No Taxes Are […]