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The Dean Law Firm Blog

Wednesday, March 10, 2021

The Three Most Common Probate Myths to Avoid –Busted by an Attorney


By Julia “Jules” Pullin

Attorney at The Dean Law Firm, PLLC

Probate Myth #1: My spouse died, but I don’t have to go through probate to transfer the house or car because it’s owned in both of our names, so it all automatically passed to me.

This is the most common probate myth, and it possibly the most damaging one. In Texas, property purchased between two people (such as a husband and wife) does not transfer automatically to the surviving owner after death of an owner unless the deed also includes language that the property was purchased with rights of survivorship. This is very rare when buying a house, because most title companies will issue title into the husband and wife’s name as tenants in common, without mention of survivorship rights.

What does this mean? Let’s say that Husband (H) and Wife (W) bought a house together during marriage.


Read more . . .


Monday, March 1, 2021

To Inherit or Not to Inherit: Planning to Provide for Special Needs Beneficiaries


By Julia “Jules” Pullin
Attorney at The Dean Law Firm

Many parents with children who are special needs or who rely on needs-based government assistance, such as Medicaid and Supplemental Security Income, make the heartbreaking decision to disinherit their special needs child in order to avoid disqualifying them from the much-needed assistance. Often, parents choose to give their wealth to one child over another, with the intent for the well child to care for their disabled or incapacitated sibling. Unfortunately, this plan often backfires, as the funds could run dry too soon, or the well child could mismanage the funds, or the well child could be sued and the funds intended for the disabled child are used to satisfy a judgment against the well child.

There is a middle ground between completely disinheriting your special needs child and allowing your special needs child to inherit but disqualifying them from government assistance. You can implement special needs trust planning inside your estate plan to allow your special needs child the benefit of your inheritance but also preserve their right to receive government assistance.


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Friday, December 4, 2020

Distant Days, Silent Nights, and Warm Hearts


By Julia “Jules” Pullin
Attorney at The Dean Law Firm, PLLC

After all the changes that we’ve experienced in 2020, it’s no surprise that the upcoming holiday season will also be different. While the usual holiday events, family gatherings, and parties will be limited, it allows for us to focus more on what is truly important, such as spending time with close family members and friends. You can also use this time to develop new traditions that can continue beyond the pandemic, such as:

  • Baking sweet treats to send to neighbors and family. Almost everyone loves baked goods, and the extra dose of love will make these treats very appreciated.
  • Having a family movie night.
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Friday, November 6, 2020

Writing Legacy Letters to Connect with Faraway Family and Future Generations


By Julia Pullin
Attorney at The Dean Law Firm, PLLC

As this highly unusual year draws to a close, people will reconnect with their family members for holiday gatherings, whether in person, over videoconference, or by telephone. In these gatherings, you would reflect on your experiences over the previous months, share memories, and express love and gratitude for your family members.

Unfortunately, due to precautions and social distancing, you may not be able to spend as much time with family this holiday season. Instead, a good way to pass on your reflections, love, wisdom, and values to the next generation is to write a legacy letter. Taking the time to write a personalized letter to your future generations will have a greater impact than you know.


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Tuesday, August 11, 2020

Back to School Checklist: Pens, Paper, and Powers of Attorney


By Julia “Jules” Pullin

Attorney at the Dean Law Firm

It’s that time of year again, when college students prepare to begin a new semester, whether at a physical campus or online, and other young adults are preparing to enter the workforce for their first job outside of school. It’s an exciting time for these young adults and their parents, who are proud of their children for moving on to the next stage in their lives.

However, as a parent, you still have that worry that you will receive a phone call from your child’s school or workplace that there has been an accident involving your child. Many young adults will end up visiting the campus doctor or the emergency room due to illness or accident. As a parent, you have a right to know your child’s medical information if they are in the hospital – but only until they turn eighteen.
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Friday, June 26, 2020

Lifestyles of the Planners and Savers


by Stacey K. Skillman

Attorney at The Dean Law Firm, PLLC

We have all read the headlines of celebrities passing away without a Will, leading to sometimes bitter and always expensive and prolonged court proceedings. Turns out that not having a Will is not just for the rich and famous. A recent poll conducted by Caring.com shows that 68% of adult Americans do not have Wills.
Read more . . .


Thursday, June 11, 2020

Top Five Estate Planning Mistakes

By Julia “Jules” Pullin

Attorney at The Dean Law Firm, PLLC

 

One of the most important things that you can do for yourself and your family is create an estate plan.  By having certain documents in place to take care of yourself and your loved ones in the future, you can mitigate or prevent future problems. Unfortunately, people often make crucial mistakes in their estate plan that can have devastating consequences for their families. Here’s a look at the top five estate planning mistakes that you need to avoid.


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Monday, May 18, 2020

Four Simple Steps to Keeping your Estate Plan Relevant

by Laura L. Bromlow, J.D., CELA

I often get similar questions from clients when they are considering creating their estate plan.  “Once my plan is done, is there anything I need to do to maintain it?” Or, “How often should I review my estate planning documents?”  And, “What is the expense of keeping my estate plan up to date?”  These questions all speak to related issues, which is how to keep your estate planning documents relevant.


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Monday, March 30, 2020

Don’t Gamble Your Estate Plan with an Online Will!

By Julia “Jules” Pullin
Attorney at The Dean Law Firm

Downloading a Will from the internet seems tempting – it’s quick, inexpensive, and you just fill in a few blanks.  However, signing a Will that you bought online is like playing poker with a blindfold on—you won’t know if you’ve bet correctly until it’s too late.  I’ve counseled many clients who were shocked to learn that a loved one’s online Will was invalid.  An invalid Will is treated like there is no Will at all, which ends up costing family members thousands of dollars in attorney’s fees and tying up the Estate in administration.

There are three major problems that can happen with an online Will:


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Friday, March 20, 2020

Being Prepared: Groceries, Toilet Paper, and Other Necessities

I was a Girl Scout from the ages six to ten. During that time, I sold cookies, found out that I did not like camping outdoors, but most importantly, I learned a motto that stayed with me throughout my life: “Be Prepared”. The 1947 Girl Scout Handbook explains the motto this way: “A Girl Scout is ready to help out wherever she is needed. Willingness to serve is not enough; you must know how to do the job well, even in an emergency.”


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Thursday, March 12, 2020

Should You Consider Medicaid Planning?

If you or a loved one has been turned down for long-term care insurance, cannot afford the premiums for the long-term care insurance, or believe that you will apply for Medicaid in the future, then you should consider Medicaid Planning.

When you apply for Medicaid, any gifts or transfers of assets made within five years of the date of application are scrutinized and subject to a penalty. This is referred to as the “lookback” period. That penalty is based on the dollar amount of the transferred assets divided by the average monthly private patient care rate, the resulting number translating to the amount of days or months that the applicant is ineligible for Medicaid.


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The Dean Law Firm, PLLC assists clients in Sugar Land, TX and throughout Houston in Fort Bend County and Harris County.



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