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393 items found for "scams on elderly"

  • Estate Plan Vs. Will: What’s the Difference?

    and you were able to get through any awkward conversations to produce a will to protect your loved ones the following practice areas to assist with estate plans: Wills Business succession Trusts Probate Elder A will only comes into effect after your passing, leaving your elder years unaccounted for. Working with an estate planning and elder law attorney is the smartest choice in preparing for long-term older adults have income and assets over the Medicaid qualifying limit, using irrevocable trusts is one

  • Financial Regrets That Will Haunt You Forever

    No one plans to go broke in retirement, but it can happen by not saving enough to begin with. Staying away from stocks because they seem too risky is one of the biggest mistakes investors can make

  • Estate Planning During the Biden Era

    $15,000 per beneficiary, which could limit you from gifting more than the current limit to your loved ones While no one can predict the future, experienced estate planning attorneys can make recommendations that tax law over the years, and have options that are available to help you protect your assets and loved ones Get a head start on protecting your loved ones and your hard-earned savings today by scheduling a strategy

  • How Do Special Needs Trusts (SNT) Work?

    When you have a loved one with disabilities , there’s a lot that goes into planning for their future. However, these trusts have one drawback – under certain circumstances, the beneficiary’s estate may need strong, compliant, and effective trust documents that provide an enhanced quality of life for a loved one

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

    One of the most important tools to protect your loved ones in such a scenario is a will. By creating a will, you will prevent your loved ones from incurring additional legal fees. Charitable bequests are ideal for one-off donations.

  • How to Deal with Greedy Family Members after a Death

    When a loved one passes away, it can bring out the worst in some family members. Veiled Threats or Ultimatums One of the more infuriating plays in the book is making what seems like But staying on the right path helps honor your loved one the right way. each phase of the disputed inheritance process to prevent rash choices and maximize outcomes While no one

  • Do I Need a Prenup?

    How to distribute debts; How taxes would be treated; Spousal support; and Who will pay for legal fees One

  • Pathways to Adulthood for Youth with Disabilities

    Cynda recommends, “Take one day at a time and gather the information as you can. and they say they don’t have one. We offer one-on-one phone calls now during the pandemic. All of our trainings have become virtual. This is where we can do more intensive one-on-one meetings with families. “I think one of the things that we really need to bring to the forefront is that everybody on our team

  • How to Begin Administering an Estate When Life Feels Overwhelming

    The passing of a loved one can be a tumultuous experience. No matter what your situation is, taking even the smallest of steps in handling your loved one’s affairs Here are some ways to begin the process: Find Their Estate Plan If your loved one had a will, trust, to speak with an estate attorney to better understand your duties as a representative of your loved one year, so let us help put you at ease if you are appointed as an executor or trustee for your loved one

  • The Benefits of a Revocable Living Trust

    Save Time and Money For Your Heirs One of the primary benefits of a revocable living trust is that it can help your loved ones avoid probate for your estate.

  • The Importance of Estate Planning for Young Families

    estate planning for young families is essential, what steps you can take to ensure that your loved ones Trusted Houston Estate Planning Lawyer for Young Families Remember, estate planning is not a one-time

  • Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

    as possible about what might happen if you pass away unexpectedly, including: Can I list more than one first time, need help updating existing plans, or are in need of probate following the death of a loved one

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