Search Results

Fewer than half of adult Americans have estate planning documents. and A Wealth Transfer Plan.” and a wealth transfer plan. In addition, there can be problems with financial and tax planning and poor investing. Plan” #AssetProtection #EstatePlanningLawyer #WealthTransferPlan #Inheritance #Wills #Trusts

If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your future to meet your long-term goals. Estate Planning. Tax Planning. Think about large purchases you may want to make in the future and how you’ll save and pay for them.

for future healthcare expenses. Health plans from the health insurance marketplace are an option, as is insurance from your spouse’s To ensure that you plan accordingly, be sure that the health insurance plan that you decide to enroll Even if you are healthy now, it is impossible to predict exactly what the future might hold. Unsure about how to start planning for future healthcare costs?

There are often misconceptions about estate planning that you should know when preparing your documents Estate planning serves to provide your family and loved ones with protection upon your passing, regardless How Does Dementia Affect Estate Planning? Dementia may affect estate planning, as the person suffering from this illness loses the ability to think Speak With an Attorney About Options for Estate Planning There are many myths about estate planning out

ready to help you protect your legacy and secure your family’s future. What is Medicaid Planning? You can create a plan that ensures you receive the care you need while protecting your family’s future Trusted Medicaid Planning Lawyer in Houston, Texas Medicaid planning is a crucial aspect of estate planning Contact us today at Your Legacy Legal Care, so we can start planning for your future and the future

ThinkAdvisor’s article, “New Estate Planning Strategies for a Post-Portability World,” says that there may be many folks who’ve continued to rely upon their outdated, pre-2013 estate plans. This could easily lead to adverse tax consequences in the future. Reviewing a pre-2013 estate plan may be really beneficial for higher-income individuals. Reference : ThinkAdvisor (June 7, 2016) “New Estate Planning Strategies for a Post-Portability World”

There are many misconceptions about estate planning and implementing any of them into your estate plan Understanding who needs an estate plan and what it should cover is key to creating a plan that is right may not need a complicated plan. An ideal estate plan should be designed to avoid probate, save on estate taxes, protect assets from future will yourself, but these poorly drafted documents may only cause additional costs and hardships in the future

The Lone Star State presents a number of unique challenges when it comes to estate planning. Dynasty Trusts The perks of a dynasty trust for long-term wealth planning are significant. Leaving your family’s future in the hands of the government could end up being a costly mistake. thorough estate plans. the brightest future possible for your loved ones.

The only constant in estate planning is change. Your plan administrator or financial advisor can help you understand how such changes may impact your plan. Update Your Estate Plans Now Making sense of estate planning laws often requires professional help. schedule online here to get the wheels in motion to best protect your legacy and loved ones far into the future

In an ideal world, people would be as excited about estate planning when they turn 18 as they are about The reality is very few young adults take the time to craft even the most basic estate plan. Why does an 18 year old need an estate plan? Most people don’t think about estate planning until they have children or reach retirement age. What does a typical 18 year old’s estate plan look like?

Too often, though, banks inadvertently throw the most carefully laid estate plans out of alignment. Here’s how to be mindful of possible planning pitfalls: Transfer-On-Death Accounts Over the last few That’s because transfer-on-death accounts pass outside of traditional estate planning. can help you with your family’s estate plans and probate needs. Whether you are looking to craft estate plans for the first time, need help updating existing plans,

It involves making decisions about the future of your assets, your retirement, and your legacy. will provide you with a comprehensive understanding of the necessary steps to protect your assets for future Understanding Estate Planning in Texas Estate planning is a process that involves making plans for the Each of these components serves a specific purpose in protecting your assets and your wishes for the future an experienced Texas estate lawyer can help you navigate Texas law while setting up the brightest future