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470 items found for "financial planning"

  • Congratulations on starting your medical career! Now go protect your financial future!

    about juggling your home life and work life, you may not be thinking about taking steps to protect your financial These scary statistics are a very good reason to get your comprehensive asset protection plan in place Any asset protection attorney in Houston will tell you that a solid plan will allow you to build a wall There are several other strategies that you may choose to employ to organize your financial and business

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

    financial affairs are in order. substantial gifts to beneficiary designations while you are still alive, organizing investments, and other financial Our attorneys can also help you establish a financial power of attorney to oversee your wishes. Including Medicaid Planning in Your Houston Estate Plan Making plans for your final days is arguably Expand Your Estate Plan With a Houston Estate Planning Attorney We offer complete estate planning services

  • Out with the Old Junk… In with the New Year!

    planning into your fiscal affairs. Here are some financial planning priorities on which to focus: Estate Planning: No excuses, you need to have an estate plan in place with a living trust, a will, a financial power of attorney, and an advanced Tax Planning: Don’t forget about the IRS. Clean up your messy financial trunk with comprehensive investment and financial planning and reach your

  • Understanding an Estate Plan Versus a Wealth Transfer Plan

    Fewer than half of adult Americans have estate planning documents. and A Wealth Transfer Plan.” and a wealth transfer plan. In addition, there can be problems with financial and tax planning and poor investing. Plan” #AssetProtection #EstatePlanningLawyer #WealthTransferPlan #Inheritance #Wills #Trusts

  • Retirement Planning 101

    If you plan to retire in the next 20 years, you need to start looking at your options and plan to make Estate Planning. Tax Planning. Have a plan to pay off debts before retirement. Financial Review. Remember to periodically review your financial or estate plans because= situations and laws change.

  • 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? clearly which could significantly impact their legal and financial decisions. Speak With an Attorney About Options for Estate Planning There are many myths about estate planning out

  • Why You Need a Medicaid Planning Lawyer for Your Estate Plan

    What is Medicaid Planning? specific financial and personal circumstances in mind. planning attorney, such as: Changes in your financial situation — If your financial situation changes—such Medicaid Annuities Medicaid annuities are a type of financial instrument that can convert countable assets Trusted Medicaid Planning Lawyer in Houston, Texas Medicaid planning is a crucial aspect of estate planning

  • 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. This lets a spouse evaluate his or her financial circumstances and the tax rules as they actually exist Reference : ThinkAdvisor (June 7, 2016) “New Estate Planning Strategies for a Post-Portability World”

  • Navigating the Estate Planning Landscape

    The only constant in estate planning is change. Your plan administrator or financial advisor can help you understand how such changes may impact your plan. Update Your Estate Plans Now Making sense of estate planning laws often requires professional help. advisor and estate planning attorney.

  • 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 loved ones can mourn your loss without being simultaneously burdened with unnecessary red tape and financial may not need a complicated plan. because once a child turns 18, parents no longer have the legal right to access the child’s medical and financial

  • Adulting 101: Estate Planning

    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? However, this document covers financial and legal matters.

  • Estate Planning Tips for Unmarried Couples

    Marriage offers many legal and financial protections, so if you’re planning to live together without Rather than assuming all the financial details will work themselves out once you’re living together, Prepare Your Estate Planning.

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