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319 items found for "joint trust"
- 6 Estate Planning Strategies Following COVID-19
At this point, millions of people have lost loved ones without being able to say goodbye. We can also point you in the direction of other professional services available in the Greater Houston
- Tighten Up Those Loose Ends in Your Estate Plan
If you just had your estate planning attorney draft a trust without changing the deed to your real estate to reflect ownership by that trust, most states would not let the real estate pass through your trust A trustee can list the house for sale within hours of your passing, but an executor of your will must
- You Can Create Your Own Estate Plan – But Should You?
Multi-million dollar estates Disabled Children/Individuals with Special Needs Who May Require a Special Needs Trust
- Our Transition to Your Legacy Legal Care™
We hope you will join us in the transition to our new name and our Dementia-Focused firm.
- Get Some Power Behind Your Power of Attorney Form
that requires agents to act jointly, the bank may decide to reject power of attorney documents with joint
- New Orleans Saints Owner in Middle of Estate Battle
and the deadline is fewer than two weeks before the start of a scheduled jury trial over control of a trust The trust assets include nearly all of San Antonio-based Lone Star Capital Bank, 50% of five auto dealerships was nothing left to discover in the case since Renee has owned all the Shirley Benson Testamentary Trust The purpose of the litigation is to establish a new trustee for the Shirley Benson trust. Antonio Mayor Phil Hardberger and estate planning lawyer Art Bayern as temporary co-receivers of the trust
- How President Biden’s Proposed Tax Plan Could Impact Your Estate
At this point, it is premature to plan for the elimination of step up in basis or an increased capital
- Same-Sex Couples are in Need of Estate Planning
no longer need double duty for state and federal tax filing because the Supreme Court ruling allows joint
- Protecting Elders from Danger
Having a capable, trustworthy elder lawyer can be invaluable in protecting older loved ones from the attorneys who are also well-credentialed in estate planning can assist you plan for retirement, establish trusts
- Should I Pre-Plan and Pre-Pay for my Funeral Expenses in Texas?
Some funeral homes put that money in a trust fund or buy an insurance policy naming itself as beneficiary of “unknowns”, an alternative (and sometimes better option) is to work with an attorney to create a trust
- The Importance of Beneficiary Designations
However, if you have a trust created as a part of your estate planning strategy, the trust may be a beneficiary That’s because there’s a difference in tax treatment of living persons vs. trusts.
- Harris County Probate Law – The Basics
With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things