Welcome to the April Issue of the

Texas Elder Law E-Letter

Our next free Estate Planning Essentials Workshop will be live on Saturday, April 15, 2023 at 10:00 a.m. until noon. Registration can be made by calling us at (214) 720-0102 or signing up online at www.dallaselderlawyer.com.

Attendees often ask questions about estate planning, probate, Medicaid and Veterans benefits. We proceed to answer the questions over the course of the workshop (although there will be a presentation also).

Please note that Michael B. Cohen’s radio show on estate planning and elder law can be heard on KAAM (770 AM) on Mondays and Tuesdays at 1:00 p.m. and Saturday at 10:00 a.m. Prior shows (topics are categorized) can be heard as podcasts on SoundCloud and as indicated on our website www.dallaselderlawyer.com. Our podcasts can also be heard on Spotify and Apple Podcasts. Subscribe to be notified of future releases.

The top podcasts listened to in 2022 are as follows:

1. Per Stirpes & Per Capita - What's the Difference?
2. Should Parents Give In Their Lives Bulk Of Their Assets To Their Adult Children?
3. Estate Planning Lessons Learned From 3 Recent Texas Court Decisions
4. Common Long - Term Medicaid Myths
5. Problems With Transfer On Death Deeds
6. No Capacity, No Medical Power Of Attorney - No Problem
7. Should A Trust Be A Beneficiary Of A Retirement Account?
8. Planning Issues With Ladybird Deeds
9. Strategies In Estate Planning For An Estranged Child
10. Community Property & Separate Property In Estate Planning

Michael B Cohen's Latest Blogs

12 Ways To Transfer Real Estate On Death In Texas

There are numerous ways to transfer real estate upon death depending on the facts and the type of planning – if any.

LISTEN TO PODCAST

Who Is Eligible For Free Care At Home?

There are several public benefit programs whereby the government will pay for caregivers to come to where you reside. Many are familiar with Medicare that pays for various therapists after a hospitalization stay, but many are unaware that Medicaid has a couple of programs that pay for a caregiver to come to your residence.

LISTEN TO PODCAST

7 Ways To Set Up An Account In Texas – Your Beneficiary May Not Be As You Intended

There is often confusion as to who is the beneficiary of a bank account when an owner of the account dies. The type of account selected on a signature card determines how the account passes at death.

LISTEN TO PODCAST

Future Success Story Of The Month? Will A QLAC Within An Ira Become The Latest Tool To Save Money In Care Costs?

Recent changes under the Secure Act 2.0 that became effective January 1, 2023 may make a QLAC (Qualified Longevity Annuity Contract) a planning option for long-term care Medicaid which helps pay for nursing care and care at home.

LISTEN TO PODCAST

Michael B Cohen's
Latest Podcasts