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For over 25 years, our firm has helped families plan for the future, protect their loved ones, and have As we have encountered the aging population’s growing need for more tailored services than a traditional We will remain composed of the same great and growing team, along with providing the same excellent services to you and your loved ones, only with added services to fill in the gaps that we have seen so many families Our services will extend far past the establishment of your legal documents, as we will begin having

How many kids does the prospective guardian already have and what is his or her parenting style? If they have a full house, will that make things overly stressful when you kids are added? What’s the age and health of the prospective guardian? Your children will most likely have some type of inheritance that needs to be managed carefully, and They don’t have to be the same person.

Fraud can occur when the testator is provided with a number of documents to sign at the same time while Will — Although wills should be updated to reflect the changes that occur over a lifetime — marriage, having By working with an experienced estate planning attorney , however, you will have peace of mind knowing

guardianship system, a system that was supposed to safeguard the assets of senior citizens whom courts have after the financial assets of the infirm or incapacitated took advantage of them and raided their bank accounts Incapacitated seniors must have an attorney to discourage illegal activity and increase the odds that

Determine the important values you would like the chosen guardian to have such as moral and social standards In the same light, a guardian’s situation may change, and you may need to name someone else. Having two people, the trustee and guardian, agree on financial issues may produce the best outcome for

a Power of Attorney To sign a power of attorney form, the principal—the person who creates it—must have To revoke a power of attorney in Texas, you must: Have the mental capacity to know what you’re doing Suppose you have acted as an agent for a while now, and so far, so good. But it is still a vital document to have should anything happen to you in the meantime. Still, have questions about power of attorney documents or the role of an agent?

Federal estate and gift tax rules state that spouses can pass an unlimited amount of property to each estate tax exemption amount to a separate trust—with the remainder going directly to the survivor. trust can provide income to your survivor spouse and can make additional distributions for his or her health In 2016, the estate tax exemption amount is $5.45 million. including protecting the trust’s assets against creditor claims, preserving assets for minor children, or having

Are you saving the appropriate amount for your age? Do you have adequate insurance protection? This withholds less out of your paycheck, and you’ll have more money for monthly expenses. One way to be assured that you make your tax refund count for the next year is to look ahead and consider Have a realistic mindset concerning what your tax refund is and from where it’s coming because this could

By the end, you will have a better understanding of your rights and options, helping you make informed They have the right to use, occupy, and benefit from the property as long as they live. However, they do not have the right to sell or transfer the property without the remainderman's consent Legal Rights and Responsibilities Both the life tenant and the remainderman have specific legal rights In such cases, the remainderman may have the right to seek a court order for the life tenant's removal

“I don’t know what will happen to the things I have in the Cloud or Facebook when I die,” said Paul Savides it’s very important that the state create a way of protecting the privacy rights of those people who have The bill allows users to provide their account information to someone designated by them for management Digital assets frequently have great value, so it’s critical for individuals to make certain that their Wisconsin’s legislators feel that we should at least have that fiduciary standard in place to protect

Understanding the intricacies of how to transfer power of attorney, the possibility of having more than Can You Have More Than One Power of Attorney? But this delegation is not the same as transferring the entire power of attorney. their role due to illness, death, or unwillingness to serve, the power of attorney document should have This legal guardianship gives the guardian similar powers to what an agent would have under a POA, but

In some communities, the cost of housing has surged more than 30 percent, while salaries have only increased Let’s say you have $500,000 that you hope to leave to a disabled child for the purpose of buying a home Assuming you have a solid plan for cash in place now, it might be best to hold off on making any big Unless assets grow at the same rate as inflation, odds are good that you will feel like you can’t afford