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Where to Find the Information You Need If you would like to ensure your estate plan upholds your religious Further, if you have specific desires related to giving to your religious organization, share this with

Supplemental (Special) Needs Trusts are often used in Texas to plan for future support of special needs Supplemental (Special) Needs Trusts Supplemental (special) needs trusts are the most effective trusts There are two different types of special needs trusts: Third-party Special Needs Trusts Typically, a parent, grand-parent, or legal guardian funds a third-party special needs trust with their assets as First-Party Special Needs Trusts A parent, grandparent, or a legal guardian usually creates this trust

that everything is settled and taken care of, but there are still several important steps that you need Do After Probate is Over in Texas Once probate is over, there are several important steps that you need You will need these copies to close accounts, transfer assets, and handle other matters related to the Need Help Navigating Post-probate Actions? FAQ: Post-probate Actions Do I need an attorney to handle the probate process in Texas?

(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need If the beneficiary is disabled, there is a risk of potentially losing needs-based government benefits The RMD doesn’t need to begin until the spouse reaches age 70 ½ or April 1 of the following year. protection for the beneficiary who’s in a bad marriage, a high-risk profession, has addictions or has special needs.

pension or retirement accounts, bank accounts, divorce records, birth/adoption certificates, real estate deeds

incapacitated, what assets are distributed to children from a previous marriage, and how children with special needs can remain eligible for government benefits while still receiving their inheritance. 3) It Spares Estate If you want your loved ones and your assets protected, now is the time to talk to an attorney who specializes

Will you or a loved one need long-term care soon? In order to qualify for Medicaid, you need the assistance of an experienced Houston Medicaid planning lawyer to ensure your assets are protected and you do not need to drain them to pay for care. You can create a plan that ensures you receive the care you need while protecting your family’s future Need for long-term care — If you or a loved one needs long-term care for some other reason, planning

So, does this really circumvent the need for wills and trusts administration?

If you need assistance regarding guardianship matters, contact  one of our Houston offices today. facility placement such as memory care or group home therapies, and similar resources to meet your needs For example, if a loved one with special needs is transitioning out of high school, the court assesses and whether supports and services like day programs or habilitation can be put in place to avoid the need

owner avoid probate in the state of Texas: the Lady Bird Deed and the Transfer on Death Deed. The Lady Bird Deed Also known as the Enhanced Life Estate Deed, the Lady Bird Deed was designed to help Transfer on Death Deed Much like the Lady Bird Deed, the Transfer on Death Deed is designed to avoid If you’re an executor and need help with this process, contact a probate attorney . For example, if you have a sentimental item you’d like to pass down to your child, you can specify that

The issue of whether your Social Security benefits are taxed is based on your “provisional income.” half of your Social Security benefits. You can invest up to $125,000 from your IRA or 401(k) in a special version of a deferred-income annuity income it generates when that income is being reinvested because you’re recognizing income you don’t need But don’t focus only on Social Security taxes—look at overall tax-efficiency.

Luckily, this situation can be prevented through the use of Special Needs Trusts, or Supplemental Needs Our special needs planning attorneys have protected loved ones with disabilities for many years and can