Estate Planning Newsletter

Texas Estate Planning • The Graham Law Firm

For your convenience, you may access the current and past issues of our estate planning newsletter online:

We also offer an interactive version:

• Estate Planning Hazards (May 2015)
  Road hazards can be easy to avoid, if you know where they are. Whether on the road or in your estate plan, two potential hazards to identify and avoid are common mistakes made when planning for beneficiary designations and joint ownership.
• Crucial Coordination (April 2015)
  Many things in life require attention to detail and sequence to get the desired result, whether making a double play or creme brulee. So it is with coordinating your estate plan with your retirement plan and your long-term care plan.
• No Federal Estate Tax, No Problem? (March 2015)
  The non-tax issues of estate planning cut to the very heart of our lives, work and families. Regardless of whether you may or may not incur a federal estate tax liability, issues of personal dignity, family conflict and your life's legacy are fundamental to proper estate planning.
• Sweetheart Wills (February 2015)
  Are you married? Have you considered creating an estate plan to provide for your spouse if something untoward happened to you? Perhaps it is time for you and your beloved to make matching "sweetheart wills" to legally reflect your intentions.
• The Will To Plan (January 2015)
  Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Research shows that the chief culprit is simple procrastination. Read on for tips on how to stop procrastination now.
• The Charitable Remainder Trust: A Great Way to Donate (December 2014)
  Given the choice, most taxpayers would rather give to their own charities than pay taxes. With an IRS authorized Charitable Remainder Trust you can do just that ... and enjoy the lifetime benefit of an enhanced income stream.

Michael L. Graham