Author: admin
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Inherited House
Often, after parents pass away leaving a house to their children, the siblings disagree on what to do with it. Some want to sell and split the money. Some want to live there. If the sibling that wants to keep the property can get a mortgage, they can buy out the others. But what if…
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Beneficiary Story
A young man graduated from high school and got his first job. HR had a lot of forms for him to sign. One asked who he wanted as the beneficiary of his mandatory savings plan. He listed his girlfriend. He soon broke up with the girlfriend but stayed with the employer. After many years of…
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Giving my Car
One of the first things you want to do when working on an estate plan is decide who will get your cars and trucks. If you live in Texas, you can name them in your will but the easiest way to pass them on is to use the Texas DMV Beneficiary Designation for a Motor…
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They won’t talk to me
Family relationships aren’t always great. That might not be a problem most of the time, but when a family member passes away it can become one. Step-parents are a common example but any relationship can become an issue. When you think the person that died (decedent) left a will and you think someone else has…
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Small-estate Story
Mother died in 2006. Daughter continued living in Mother’s home. Neither daughter did anything to settle their mother’s estate. In 2017, the home suffered hurricane damage. Daughter filed an insurance claim, and the insurance company issued checks payable to Mother. A “friend” got a small-estate affidavit approved naming herself as an heir and cashed the…
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Estate Planning
My overview of estate planning is at https://twmarshlaw.com/wp-content/uploads/2024/08/Estate-Planning-Overview.pdf
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Online Payments
I set up both a bank merchant account and Clio payments so I could describe the differences. I’ll be cancelling the merchant account. The Clio Payments setup was easy. I already had my bank accounts configured in Clio Manage. The Settings, Payments page redirected me to the menu, and there wasn’t much to do. You…
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Selecting a Case Management System
When I had to spend my own money, I chose Clio. Why? It includes all of the features I listed that case management had to have: Clio includes these things I’d like a case management system to do for me: These “wish list” features are not included in the package. I’m using Xero for accounting…
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Law Practice Management
There’s nothing like opening your own law firm to make you get serious about software selection. I’ll write about other packages in the future, but case management has to come first. I started with the features that it had to have, and features I’d like. The “must have” list is: After that there are several…