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Robert Morris

14 articles
Estate Planning

What Can I Do For My Grandchildren?

You have raised your children, they are successful and self-sufficient, and you want to share your wealth with someone who needs assistance.   Estate planning probably...
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Estate Planning

Keeping Track of Your Estate Planning Documents

You did the right thing: you went to an estate planning lawyer and had documents prepared. What you do now? Perhaps it is easier to...
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Probate

What To Do When A Loved One Dies: Full Checklist

When a family member or other loved one dies, the natural response is to feel overwhelmed. However there are some very practical and legal...
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Estate Planning

What Is IRMAA?

Seniors Avoid the Cliff! By Robert S. Morris Our practice of Elder Law includes all legal issues common to older people. One issue of concern to...
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Wills & Trusts

What Happens If The Original Will Is Lost?

Don't Lose the Original Will Wills only take legal effect when the person who made the will dies and the will is admitted to probate. Probate...
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Estate Planning

How to Self-Prove a Will In Texas

One of the most common problems with legal documents arises when you take your documents to the bank to be signed, witnessed or notarized....
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Estate Planning

New Ways to Avoid Probate

Wills have been at the center of estate planning for many years. However, wills don’t take legal effect until the person who made the...
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Estate Planning

Elder Law Defined

Elder Law recognizes that older people have a special set of issues to be addressed through the legal system. Among these are public benefits, retirement,...
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Estate Planning

Dementia – Planning Ahead

According to the National Institute on Aging,  dementia is the loss of cognitive functioning (thinking, remembering, and reasoning) and behavioral abilities to such an...
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Estate Planning

Form 709 and You – A Primer on Gift Taxation

A frequent question I get from clients is “isn’t there a limit on how much I can give?” The answer is that there is...
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Probate

Joint Ownership and Passage of Title on Death

One of the most common misconceptions married people have about joint ownership of property is that it passes automatically to the survivor on death...
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Estate Planning

Medicaid Top 3 Mistakes

Medicaid is a joint federal-state program that is best known for funding nursing home care for “impoverished” seniors. Let’s focus for a moment on the...
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*Virginia Hammerle, Board Certified in Civil Trial Law by the Texas Board of Legal Specialization

**Virginia Hammerle, 2012, 2013, 2014, 2015, 2016, 2017, 2018 & 2019 Super Lawyer is a Thomson Reuters service

*Robert Morris, 2014, 2015, 2016, 2017 SuperLawyer a Thomson Reuter service

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