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470 items found for "financial planning"

  • Dealing with Non-Probate Assets| Houston Probate Lawyer

    account (POD) Securities, bonds, real estate, or other assets with a transfer-on-death provision Pension plan An attorney can help you utilize legal tools and planning to minimize your exposure to probate, or avoid But, only an experienced estate planning attorney can help you set up your assets to ensure that outcome If you would like to speak to a probate lawyer today to set up an estate plan to best protect your assets

  • “Goin’ Through the Big D” Requires More Than a Division of Assets

    Family Law Matters We Take Care Of Although we are best known as an estate planning firm, the Your Legacy Name changes for adults and children The fact that we do both family law and estate planning makes sense Often, a family law client also needs to update their estate plan, or re-title assets that were divided On the other hand, sometimes crafting an estate plan reveals family law issues that need to be resolved We understand that resolving a family law dispute or crafting an estate plan is just one stop on a much

  • Are My Retirement Assets Protected From Creditors?

    We use a lot of trust planning to assign the LLC to a trust, so the trust owns the membership interest This gives you the ability to avoid probate by doing some additional planning, as having a better estate plan can prevent your LLC from going through probate. If you are doing will-based planning, it is all going to go through probate. It is crucial to set up a thorough and tailored estate plan to prevent leaving assets to the children

  • Who Can Legally Contest a Will or an Estate in Texas?

    Will in Texas Understanding who has the legal standing to contest a will is a crucial aspect of estate planning Throughout, your estate planning attorney will advocate for your rights and guide you toward the best Trusts are an extremely powerful estate planning tool that can skip probate altogether, ultimately skipping , it is best to schedule a complimentary strategy session with an experienced member of our estate planning assets, goals, and family members or other beneficiaries and will provide you with the best estate planning

  • 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.

  • New Orleans Saints Owner in Middle of Estate Battle

    Antonio-based Lone Star Capital Bank, 50% of five auto dealerships, a portion of a large Texas ranch, a private plane Judge Rickhoff recently appointed former San Antonio Mayor Phil Hardberger and estate planning lawyer About a year ago, the twice-widowed Tom Benson said he was changing his succession plan to cut out his

  • Keep your Golden Years Golden

    They’re an excellent estate planning tool. That may be something to consider if you are planning on relocating. Lessons for Retirees” #AssetProtection #IRAs #401k #HoustonEstatePlanning #SocialSecurity #Inheritance #PlanningfortheFuture

  • Does the Executor Decide Who Gets What? 5 Things an Executor Cannot Do

    This also means that you cannot make financial decisions for the testator. #2 Sign an Unsigned Will for

  • Trusts Can Protect Your Heirs from Themselves

    legal way to help protect heirs when they receive a sizable amount of money so that they can make smart financial Your Trust Options Depending on your retirement plan and other existing accounts, different types of Estate planning can be stressful and at times emotional process, but when it comes to trusts, an experienced Estate planning can be complicated. If you have questions about the benefits of trusts or estate planning in general, please feel free to

  • What You Need to Know About Donor-Advised Funds

    The funds are managed by nonprofit entities, typically a charitable organization under a financial services

  • Fred Thompson’s Adult Children Battle Second Wife in Estate Contest

    Jeri Thompson’s latest court pleading states that the only change made to the estate planning documents

  • Alternatives to Joint Tenancy

    This has benefits for estate planning, as the property does not have to go through probate. If you have questions about these or other alternatives to joint tenancy, consult with an estate planning

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