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These will include things like estate planning and tax advice. In Charge Of Giving Financial Advice” #HoustonAssetProtection #HoustonEstatePlanning #RoboAdvising #TaxPlanning

This will mean contacting financial institutions, searching county tax records and appraisal districts

You would however be hit with a 10% penalty, plus taxes on the growth of the investment. take the funds out for non-college expenses, but he or she would be hit with the same 10% penalty and taxes

specify which person should be deemed to have died first – an important factor when considering estate taxes By arranging for a simultaneous death clause, families can mitigate many of the most common pain points

The $500 million estate transferred ownership of the properties the elder Spitzer acquired, according to property records recently filed with the city. Spitzer, now an active developer, put a sizable stake of 1050 Fifth Avenue—a 20-story, 90-unit rental building his father developed in 1960—into the Bernard and Anne Spitzer Charitable Trust, along with shares of 30 co-op units. The trust has been a big patron of organizations such as the Public Theater and City College. Bernard Spitzer stipulated in his will that about $250 million of his wealth should be left to charity. Spitzer also transferred interests in properties—including the $88 million Hudson Yards development site that Spitzer Engineering bought in 2013—to his siblings and himself. He also put another development bought for $165 million in February by the family business into a charitable trust set up for his mother. Spitzer Engineering has been selling some of the company’s top properties, such as the Crown Building, which went for a record-setting $1.78 billion in April. Reference: The Real Deal (December 18, 2015) “Eliot Spitzer has started splitting up late father’s empire” #EstateTax #TrustsandEstates #HoustonEstatePlanning #HoustonWills #FamilyTrust #CharitableTrust

overwhelmed, dazed, or quite frankly frightened, our years of expertise will put you at ease and help you gain

Single people also get fewer income tax breaks than married couples filing jointly. Beneficiaries #PlanningfortheFuture #PowerofAttorney #Clearlake #HoustonEstatePlanningLawyer #Webster #TaxPlanning

In most circumstances, these changes will have an impact on your tax situation and cash-flow, as well Organize your taxes. You should also gather up and keep your tax information organized. HoustonEstatePlanning #ProbateCourt #Inheritance #ClearLakeEstatePlanningLawyer #PowerofAttorney #Wills #TaxPlanning

experienced estate planning and elder law attorney can also advise you on your estate disposition’s tax

Powerball” #AssetProtection #HoustonEstatePlanning #BridgeTrust #HoustonTrusts #ClaimingTrust #LivingTrust #TaxPlanning

2016,” from the Bangor Daily News has some great tips for starting the New Year right: Get ready for tax Set up a computer folder to collect tax-related papers as they arrive. If you don’t, April 15th will roll around and you’ll be wondering where you put those tax documents! Also, think about changing your withholding amounts to be closer to the taxes you expect to owe for the HoustonWills #Inheritance #PlanningfortheFuture #HoustonTrusts #PowerofAttorney #HoustonEstatePlanningLawyer #TaxPlanning

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