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Why Is Estate Planning Review Important?

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
03/11/22 • by: Grogan Law, PLLC
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When Should I Update My Estate Plan?

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
03/09/22 • by: Grogan Law, PLLC
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Do I Need an Attorney for Probate?

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
03/08/22 • by: Grogan Law, PLLC
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What If an Estate Owes Back Taxes?

My mother passed, and she was an administrator of my grandfather’s estate and the inheritances. The estate accumulated quite a bit of back taxes over the years. Will the IRS put a lien on that estate as well as hers to retrieve funds?
03/07/22 • by: Grogan Law, PLLC
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What Can a Trust Do for Me and My Family?

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
03/03/22 • by: Grogan Law, PLLC
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Who Is the Best Choice for Power of Attorney?

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
02/28/22 • by: Grogan Law, PLLC
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How to File Tax Return When Mom Passes Away

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
02/25/22 • by: Grogan Law, PLLC
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What Should I Know about Conservatorships?

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
02/24/22 • by: Grogan Law, PLLC
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Do You Have to Go through Probate When Someone Dies?

The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
02/23/22 • by: Grogan Law, PLLC
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Should I Delay Claiming Social Security?

When you begin claiming affects how much money you get from the program, and once you're receiving checks, it's difficult to undo your decision.
02/22/22 • by: Grogan Law, PLLC
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"Eric spent several hours with us helping to ensure our trust was tailored to our specific needs and all our questions & concerns were addressed satisfactorily. He developed an amazing product for us that covers every contingency and brings us in compliance with current estate law. He was a delight to work with. "

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Austin, Texas 78752

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