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319 items found for "joint trust"

  • The Importance of Elder Law for LGBTQ+ Seniors

    This may include creating a living will, setting up trusts, and designating beneficiaries for retirement Long-Term Care Planning Many LGBTQ+ seniors will require long-term care at some point in their lives.

  • Who Gets My Stuff if I Die Without a Will?

    this, your best option for dealing with your tangible personal property is to draft a will or a living trust #ProbateAttorney #TrustsandEstates #Probate #ProbateCourt #Inheritance #SugarlandEstatePlanning #ClearLakeWills #Trusts #LeagueCityEstatePlanningLawyer

  • Make it a Happy New Year Money-wise

    If you’re just socking away a few percentage points of your salary each year, you may be under-saving He or she might suggest a trust or other strategies that can save you or your loved ones time, effort For example, a living or revocable trust may allow you to avoid the potentially long probate process Moves You Should Consider Making in 2016” #AssetProtection #EstatePlanningLawyer #ProbateAttorney #IRA #TrustsandEstates ProbateCourt #Inheritance #RevocableTrust #PowerofAttorney #Wills #RothIRA #LifeInsurance #LivingTrust #Trusts

  • A Light at the End of the Tunnel for Britney Spears

    .), and will ultimately allow you to appoint an individual you trust to manage your estate on your behalf A medical power of attorney would have allowed Britney to appoint an individual she trusted, other than Trusting the right estate planning team to have your back is something that should not be taken lightly

  • Is Whole Life Insurance Right for You?

    lifelong dependent, such a child with special needs—a life insurance payout can fund a special needs trust Note: you will want to create an “irrevocable trust” to own the life insurance and to be the beneficiary

  • Why Is the Probate and Settlement Process So Complex?

    One thing to note is that if assets are placed in a revocable or living trust, they cannot be controlled court stays out of the probate and settlement affairs if the assets are under a revocable (living) trust

  • Not Just for Hollywood Stars: Protecting the Farm with a Pre-Nuptial

    While a trust can be used to transfer restrictions and buy-sell agreements to protect the farm, including #AssetProtection #TrustsandEstates #Farms #PrenuptialAgreement #Inheritance #PlanningfortheFuture #HoustonTrusts

  • The Benefits of Choosing a Dementia-Focused Law Firm

    may need to be placed into a skilled nursing facility, and you want to work with an attorney that can point Those who choose to work with a Certified Dementia Practitioner can rest assured knowing they have a trusted

  • Important Victory for Salinger Heirs

    Thus, under this theory, the Salinger Literary Trust has no right to try to block the book’s publication On the other hand, the trust claims that the Berne Convention is more complicated and the copyright laws

  • Be Brave and Talk about Estate Planning

    For sure, but there may be other items you need, such as a trust if you have a lot of assets that may 1, 2016) “Your checklist for creating or reviewing your estate plan” #OnlineForms #ProbateAttorney #TrustsandEstates WillChanges #HoustonWills #Probate #ProbateCourt #Inheritance #PowerofAttorney #HoustonEstatePlanningLawyer #Trusts

  • Harris County Probate vs. Non-Probate Property – Know the Difference

    Property will be considered non-probate property if: There is a joint owner with right of survivorship beneficiary is already designated on a life insurance or a retirement account Property is owned by a trust with named beneficiaries In these cases, joint owners and beneficiaries displace the request of the At the time of death the property will pass automatically to the joint owner or beneficiary without the

  • Do You Need an Estate Plan If You Are Single?

    you hope to support an organization over an extended period, you might want to establish a charitable trust Charitable trusts are separate legal entities that hold assets for you and give you tax advantages. You fund the trust, which then distributes money to a charity of your choice. You can structure such arrangements as either a charitable remainder trust or a charitable lead trust

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