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470 items found for "financial planning"

  • Make a Charitable Donation in Your Will and Watch It Work

    The estate planning laws in many states are pretty straightforward for those who want to donate all or an unlimited amount to a charity,” says fosters.com’s article “Giving to charity an option in estate planning That is a question an experienced estate planning attorney will ask if you’re considering donating to You need to do some advance planning now to prepare for an after-death charitable donation. Nevertheless, an experienced estate planning attorney can help advise you regarding how the gift is best

  • What You Cannot Do with a Will

    While a will is one of the most important estate planning documents you can have, there are some things A will is just one piece of a comprehensive estate plan. Retirement plan. A will is not the only component of your estate plan. and discover which estate planning options can accomplish them.

  • FOR SOME, TRUSTS ARE A NECESSARY COMPONENT OF AN ESTATE PLAN

    When most people think of estate planning, most think about drafting wills. Although wills are certainly an important part of estate planning, sometimes they are not enough to accomplish Because of this, it is wise to speak with an experienced attorney before beginning the estate planning An attorney can assess your situation and recommend the estate planning solution that would best carry

  • Pros and Cons of Wills and Living Trusts | Harris County Will and Trust Lawyer

    As a Harris County will and trust lawyer, I realize that those of us in the estate planning industry In fact, even the words “estate planning” can confuse people by making seem like you only need to plan For example: Estate planning versus Asset Protection Healthcare Directive versus Advanced Directive Living Will Power of Attorney versus Executor of an Estate However, there are probably two estate planning If you really want a plan in place that will work when you need it, it is best to talk to a Harris County

  • Young Hispanics Need to Start Saving for Retirement

    reason for this is that many Hispanics—especially those in low-wage jobs—don’t have access to retirement plans When they do have access to employer retirement plans, Hispanic workers generally don’t contribute as much to those plans because they can’t afford it. They also need to think about estate planning, buying insurance, and keeping a close eye on their credit This can help prevent a financial emergency from becoming a financial crisis.

  • Does Your Will Travel Well When You Move to Another State?

    In most cases, if you have a will that’s prepared by a local estate planning attorney and then you move The last security step is to ensure that the plan makes sense in the new state of residence. You should conduct a thorough review of your estate plan with a qualified estate planning attorney whenever

  • Do I really need an attorney to create a Will in Texas?

    traditional family or you could be a part of a blended family – these situations might take different estate planning A qualified estate planning attorney will meet with you and go over all the goals that you set for your We would love to chat with you about creating an estate plan for your family . We even offer a planning session so that you can make the decision with absolutely no obligation.

  • New York Nursing Home Caught in Medicare and Medicaid Fraud

    The investigation showed that the nursing home staff openly discussed via email their plans to delay Elant also acknowledged scheming to move long-term patients to one of its financially troubled nursing homes to improve its financial condition.

  • Preparing an Inheritance for Your Child With Disabilities

    While an inheritance is a natural part of estate planning, there are a few different reasons that some This special type of Trust is created as part of your estate plan and can actually dictate that the money child with a disability being in a position where they need to survive without them, it is important to plan ahead for these types of issues with proper estate planning. in helping families find the best legal solution needed to make sure their children are getting the financial

  • KEEPING YOUR SPECIAL NEEDS TRUST UPDATED IN HOUSTON

    questions to evaluate whether or not any changes need to be made to the special needs trust, your estate plan want to be sure that all of them are properly titled and that they are accounted for in your estate plan Does the plan still fit the need? If your original plan does not meet the costs for continued care, it may be time to amend your original

  • Navigating Long-Term Care Insurance with Your Houston Elder Lawyer

    Of course, there is still a need to plan for accidents, illness, and the eventual possibility that long-term He or she will help you put together a reasonable plan that considers the following: What are you going Remember that costs continually go up, so if you are planning now in middle age, you will need a larger Save money in the long run by planning to pay for the elimination period. elder care lawyer will have extensive knowledge of what is most beneficial in our area and can help you plan

  • What Is a Special Needs Trust Under Texas Law?

    three different types of special needs trusts that we talk about in our workshops for special needs planning What Other Documents are Important When Planning for a Special Needs Child? When planning for a special needs trust, a designation of guardianship is also important to consider. Therefore, the grandparent’s plan will work correctly as well. A simple will does not include the estate planning tools necessary to ensure your child has the best

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