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Second Annual Senior Estate Planning Conference

YOU’RE INVITED! What: Senior Estate Planning Conference and Vendor Fair When: Thursday, July 14, 2022 – 9:00a.m. – 1:30p.m. Where: Prestonwood Baptist Church – Student Ministry Building 6801 W. Park Blvd. Plano, Texas 75093 We want to personally invite you to attend our Second Annual Senior Estate Planning Conference July 14, 2022! This conference is [..]

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How Recent Texas Updates Affect Your Estate Plan

In Texas, our legislature meets every two years. Many times, these legislative sessions result in changes to our state estate planning laws. Sometimes these changes are minor. Sometimes, as in 2014, 2017 and 2019 specifically, these changes are MAJOR, with new codes, rewrites of existing codes, and the like. Here are some of the most [..]

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What is a “Lady Bird” Deed?

DISCLAIMER: The information contained in this article is provided by BOOK LAW FIRM and is provided for educational and informational purposes only and should not be construed as legal advice or as an offer to perform legal services on any subject matter. When a client needs Medicaid to pay for long-term care[1], there are a [..]

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UPDATED: The Reality of COVID-19 (Coronavirus)

Author’s note: This blog post was originally posted on March 16, 2020. After six months, we felt certain updates were appropriate. Those updates have been indicated below. Clients, Partners and Friends: In light of the unfolding events we are all following closely regarding COVID-19, I wanted to share something important with you from an estate [..]

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EP 20/20: Essential Planning for Blended Families

EP 20/20 is a monthly estate planning seminar series developed by BOOK LAW FIRM and sponsored by the Prestonwood Foundation of Prestonwood Baptist Church in Plano, Texas.  Apart from the day-to-day challenges, blended families face additional hurdles when addressing their estate planning needs. It is estimated that more than half of U.S. families are remarried [..]

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How to Save Money on Property Taxes

How to Save Money on Property Taxes As retirees transition to a fixed income, managing expenses can be critical. Many will have paid off a mortgage by this time (shout HOORAY!), but one housing expense still looms:  property taxes. Thankfully, Texas law provides for a variety of property tax exemptions, which lower the taxable value [..]

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What is “Probate”?

Transferring ownership of cash, property, or real estate out of a deceased person’s name and into a living person(s)’ name can happen in several different ways. One way is through a court proceeding. Probate is the name given to that court proceeding. To be clear, a probate proceeding is a lawsuit. What’s more, there are [..]

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The Reality of COVID-19 (Coronavirus)

Clients, Partners and Friends: In light of the unfolding events we are all following closely regarding COVID-19, I wanted to share something important with you from an estate planner’s perspective which may help inform you as we endure this global health pandemic together. It concerns the execution of a Texas medical power of attorney. As [..]

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