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467 items found for "joint estate plan"

  • Estate Planning Myths

    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

  • A New Era of Estate Planning

    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Strategies for a Post-Portability World,” says that there may be many folks who’ve continued to rely upon their outdated, pre-2013 estate plans. Reviewing a pre-2013 estate plan may be really beneficial for higher-income individuals. Regardless, consult a qualified estate planning attorney to help you select the most appropriate strategy Reference : ThinkAdvisor (June 7, 2016) “New Estate Planning Strategies for a Post-Portability World”

  • Estate Planning Laws in Texas

    In order to create a comprehensive estate plan, it helps to be familiar with your state’s laws and regulations The Lone Star State presents a number of unique challenges when it comes to estate planning. While only an experienced estate planning attorney can give you specific advice about Texas’s laws, it thorough estate plans. Schedule your estate planning appointment now by calling (281) 218-0880 or schedule online here.

  • Adulting 101: Estate Planning

    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?

  • 5 Estate Planning Myths

    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 The following are some common myths that people have about estate planning: Estate Planning Myth 1: “ Estate Planning Myth 2: “I’m Too Young for an Estate Plan” No one likes to think about death, but it Whether you already have your plan in place or you still need to start your estate planning journey,

  • Navigating the Estate Planning Landscape

    The only constant in estate planning is change. plan. What This Means for Your Estate Plans There has never been a better time to make additional gifts in Update Your Estate Plans Now Making sense of estate planning laws often requires professional help. important to consult with your financial advisor and estate planning attorney.

  • Essential Guide to Estate Planning in Texas

    Estate planning is a crucial task that often seems daunting. Understanding Estate Planning in Texas Estate planning is a process that involves making plans for the estate planning attorney. Finding the Right Estate Planning Attorney in Texas Choosing the right estate planning attorney is crucial estate plans.

  • ESTATE PLANNING TIPS FOR WOMEN IN HOUSTON

    Most Houston estate planning attorneys will tell you that the work they do often has the biggest effect That is not to say that estate planning is not important for everyone, rather that women are more often Here are some things that this Houston estate planning attorney recommend women keep in mind: Estate Estate Planning Tips for Women #2: You Have an Estate, So Protect It It is easy to forget that “estates Working with an estate planning attorney means that you can determine how that estate will be distributed

  • Entrepreneur’s Guide to Estate Planning in 2022

    While your business might be your legacy, all will be for naught without an estate plan in place. Consider the following estate planning factors to ensure that does not happen: Gift Tax Exclusion Many is best to seek the guidance of a professional estate planning attorney. The Best Business Plans Include Estate Plans You have worked hard to build your business. Take time to ensure its longevity by creating an estate plan.

  • Estate Planning Tips for Power Couples

    A Forbes article, “Wealth Planning For Couples: How to Wisely Merge Your Financial Plans,” says that While planning your wedding, you and your partner should discuss several serious topics and consult with an estate planning attorney. Maintain a joint checking account for regular expenses, but think about having separate stock and investment Reference: Forbes (November 27, 2015) “Wealth Planning For Couples: How To Wisely Merge Your Financial

  • The Importance of Estate Planning for Young Families

    What is Estate Planning? Estate planning can help you: Protect your children — Estate planning allows you to appoint guardians Steps to Take When Estate Planning for Young Families Now that you understand why estate planning is Consulting with an estate planning attorney can ensure that your estate plan is legally sound and tailored Trusted Houston Estate Planning Lawyer for Young Families Remember, estate planning is not a one-time

  • Estate Planning Tips for Unmarried Couples

    Marriage offers many legal and financial protections, so if you’re planning to live together without Prepare Your Estate Planning. Marriage also typically gives you some basic protections for a shared estate. However, unmarried couples serious enough to move in together should consult an estate attorney to draft Also, if you have significant net worth which would make you liable for federal estate tax, you should

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