Property Tax Deferral after a Second Marriage

This column first appeared in the San Antonio Express News on December 9, 2016.  Dear Mr. Premack: My mom owned a house prior to marring her second husband. She was disabled and deferred property taxes on her homestead. She recently passed away. I understand her husband has a life-estate in my mom’s non-community property home,…

Appraisal Letter should prompt Probate

This column first appeared in the San Antonio Express News on September 23, 2016. Dear Mr. Premack: This week I received a letter from the Bexar Appraisal District. It looks like a form letter that went out to lots of people, and says I need to reapply for my homestead and over-65 exemptions or I…

Gifting a Timeshare Interest

This column first appeared in the San Antonio Express-News and its MySA.com site on June 9, 2015. Dear Mr. Premack: About ten years ago, my husband and I purchased a timeshare vacation property in San Antonio. We can use it for a few weeks at a time yearly, or use one of the sister properties.…

New IRA Roll Over Rule Explained

This column first appeared in the SA Express-News and online at MySA.com on February 18, 2015. Dear Mr. Premack: I just received a notice from the bank where my traditional IRA is invested. The notice says that “on or after January 1, 2015, you are permitted to roll over only one distribution from an IRA…