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- KEEPING YOUR SPECIAL NEEDS TRUST UPDATED IN HOUSTON
During this annual review, you will want to ask some questions to evaluate whether or not any changes When major changes come up, they can necessitate changes in the special needs trust.
- SPECIAL NEEDS PLANNING 101 | SPECIAL NEEDS LAWYERS IN HOUSTON
There is a lot of information to understand when it comes to special needs planning in Texas, but today Simply leaving your assets in a will does not afford this same kind of protection and can cause some
- Growing Trend of Challenging Wealthy Seniors’ Capacity in Court
The Alzheimer’s Association expects that number to rise in coming years. While there’s no uniform competency test, some are used more frequently in court—such as asking patients
- Estate Planning Tips From A Texas Hero
He left home at a young age to live with the Cherokee, led the Texian Army to victory at the Battle of
- College Funding 101
use these tools to help put your kids or grandkids on the road to success: 529 Plans 529 plans offer some Roth IRAs Many people associate Roth IRAs with retirement planning, but this tool can also come in handy or grandkids might qualify for scholarships and not need money for college, but everyone could use some
- Life Insurance for a Professional Racecar Driver? You Bet!
estate, fund charitable bequests, replace an estate lost to taxes or build cash value, you will need some As Patrick remarked, “It’s probably pretty uncommon to come across someone that hasn’t been in some kind
- The Long List of Famous People Who Didn’t Have Wills
The telegram said, “Please come at once to Washington to take charge of my father’s affairs.
- What Is a Trust Protector, and Do I Need One?
This protection is where a trust protector comes into play. What Is a Trust Protector? Some powers that trust protector can assume include: Veto or change investment decisions Remove or replace
- The Importance of Estate Planning: Gen-Z Edition
With that newfound sense of independence comes serious responsibilities.
- Houston Special Needs Lawyers: Creating a Special Needs Trust or “SNT?” for Your Child with Disabilities
Assets in a third-party SNT come from someone other than the beneficiary.
- Estate Planning Checklist for the Recently Divorced
The end of a marriage comes with many new beginnings.
- Helping Loved Ones With Special Needs Live Their Best Lives
process, and to help ensure that people who need extra love and care are looked after for years to come