To Whom Do I give my Friend’s Will?

This column first appeared in the San Antonio Express News on January 19, 2018. Dear Mr. Premack: A few years ago, a good friend asked me to keep the original of her Will in my lockbox. Her kids do not get along with each other. She said that if she kept the Will at home,…

Must a Will always go to Probate?

This column first appeared in the San Antonio Express News on November 20, 2017. Dear Mr. Premack: In Texas, is there a requirement that a Will be probated? Is it a better idea to have a Trust instead of a Will, and how does it work? – C.L. When a person dies, they might have…

Can MERP claim be avoided?

This column first appeared in the San Antonio Express News on November 14, 2017. Dear Mr. Premack: Our widowed mom was in a nursing home on Medicaid. She died this July. Her Will leaves her house to all her children. Last month MERP sent me a claim letter stating they will file a claim against…

Recommended Reading on Tax Reform

The National Council on Aging has just posted a blog article regarding tax reform efforts in Washington. The article is signficant and I recommend you read it here. The article makes the case for the proposition that a) Congress knows that its tax reform bill will greatly expand the deficit (by giving large tax breaks…