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The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, passed in 2019. This bill initially aimed to increase access to tax-advantaged accounts and to prevent older Americans from outliving their assets. Any estate plans…
A power of attorney (“POA”) is a document that allows you to appoint a person or organization to manage your property, financial, or medical affairs on your behalf. In Texas, we cannot combine a medical POA and a financial POA,…
Legal Considerations Your Client Should Keep in Mind After your client’s loved one has passed away, anyone authorized by a power of attorney to act on the now deceased person’s behalf is no longer valid. Therefore, for example, if a…