Newsletters

Podcasts

Blog

Call or Text (469) 210-5270

Home
Medicaid
- - - Medicaid Services
    - Medicaid Planning
      
      Lady Bird Deed
      
      Transfer on Death Deed
      
      Asset Protection Trust
      
      Special Needs Trust
      
      Medicaid Application
      
      MERP Claims Avoidance
      
      Qualified Income Trusts f/k/a Miller Trusts
- - - Medicaid Numbers
Estate Planning
- - - Simple & Complex Estate Planning
    - Wills
      
      Trusts
      
      Long Term Care
      
      Medical & Financial Powers of Attorney & Disability Planning
      
      Special Needs Trusts
      
      Transfer & Gift Planning
    - Veterans
    - VA Pension, Aid, Attendance Planning & Claims – helps pay for assisted living and homebound
  - - Probate
    - Probate Administration
    - Medicaid
    - Medicaid Planning
      
      Lady Bird Deed
      
      Transfer on Death Deed
      
      Asset Protection Trust
      
      Special Needs Trust
      
      Medicaid Application
      
      MERP Claims Avoidance
      
      Qualified Income Trusts f/k/a Miller Trusts
Probate
Resources
- - - Resources for Texans
    - Library of Resources for Texas Estate Planning
    - Contact
    - About
    - Speaking Schedule

Retirement

18 Mar IRAs UNDER ATTACK!

Posted at 06:00h in Beneficiary, Financial Powers of Attorney, Michael Cohen Dallas Elder Lawyer, Retirement

President Obama has attacked Individual Retirement Account (IRAs) as indicated by his Fiscal Year 2016 Budget released two weeks ago. Although probably most provisions will not likely be passed by congress, it paints a clear picture what the administration would like to do. Although there...

23 Oct STANDBY REVERSE MORTGAGES: POSSIBLE RISK MANAGEMENT TOOL FOR RETIREMENT DISTRIBUTION

Posted at 02:00h in Estate Planning, Michael Cohen Dallas Elder Lawyer, Mortgage, Retirement

The Journal of Financial Planning recently reported that a standby reverse mortgage (SRM) can be helpful as a risk management tool to help clients meet their retirement goals. The SRM represents an additional source of readily available cash in a bucket strategy to draw upon...

14 Jul U.S. Supreme Court Rules Inherited IRAs Do Not Have Creditor Protection

Posted at 07:30h in Beneficiary, Estate Planning, Michael Cohen Dallas Elder Lawyer, Retirement, Taxes, Trusts

The U.S. Supreme Court ruled on June 12, 2014 that inherited IRAs are not exempt from the claims of creditors under the U.S. Bankruptcy Code. Previously, inherited IRAs were protected from the claims of creditors in many jurisdictions including Texas. After the death of the individual...

08 Jul New Estate Tax Exclusion Already Being Targeted

Posted at 19:28h in Estate Planning, Michael Cohen Dallas Elder Lawyer, Retirement

When it was announced earlier this year that there would be no federal estate tax for estates under $5.25 million (instead of $1 million due to the “fiscal cliff”), many Americans were relieved as there was the thought that this would be permanent as adjusted...