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479 items found for "tax deferred plans"
- Estate Planning for High-Net-Worth Individuals
Benefits of High-Net-Worth Estate Planning Estate planning offers several benefits to individuals with High-net-worth estate planning can help you minimize these taxes and ensure your beneficiaries receive Key Considerations for High-Net-Worth Estate Planning High-net-worth estate planning involves several Insurance planning — Insurance planning can help you ensure that your loved ones are provided for after Reach Out to an Experienced Houston Estate Planning Attorney High-net-worth estate planning is a critical
- ESTATE PLANNING TIPS FOR WOMEN IN HOUSTON
Most Houston estate planning attorneys will tell you that the work they do often has the biggest effect That is not to say that estate planning is not important for everyone, rather that women are more often Here are some things that this Houston estate planning attorney recommend women keep in mind: Estate Planning Tips for Women #1: Appoint a Financial Representative Along the lines of creating a medical power of attorney, have your estate planning lawyer in Houston draw up a statutory durabale power of
- Make Retirement More Fun with Estate Planning
The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle through. crafted estate plan. offer many long-term planning advantages. This is especially true when it comes to estate planning.
- Neglecting Estate Planning Can Be Costly for Your Heirs
Estate planning is a complex area of the law. The Motley Fool’s article, “Estate Planning in 2016: Here’s What You Need to Know,” shares some of the must-know facts that will affect estate planning in 2016. Neglecting estate planning can be a costly mistake for your heirs. Reference : Motley Fool (December 11, 2015) “Estate Planning in 2016: Here’s What You Need to Know”
- Adulting 101: Estate Planning
In an ideal world, people would be as excited about estate planning when they turn 18 as they are about The reality is very few young adults take the time to craft even the most basic estate plan. Why does an 18 year old need an estate plan? Most people don’t think about estate planning until they have children or reach retirement age. What does a typical 18 year old’s estate plan look like?
- Estate Plan Vs. Will: What’s the Difference?
Let’s discuss an estate plan vs. a will. succession Trusts Probate Elder law Guardianship Medicaid planning Special needs planning Long-term Your Houston Estate Plan Might Need a Trust Trusts form a vast portion of estate planning. Including Medicaid Planning in Your Houston Estate Plan Making plans for your final days is arguably Expand Your Estate Plan With a Houston Estate Planning Attorney We offer complete estate planning services
- How Will the Greatest’s Estate Planning Match Up in Probate?
Nonetheless, Investment News says in “How will Muhammad Ali’s estate play out?” Kentucky has an inheritance tax. His heirs will see a maximum 16% tax rate on inherited assets. Some parties are exempt from paying the inheritance tax. The way in which Ali referenced his nine children in his will could also come into play. Reference : Investment News (June 9, 2016) “How will Muhammad Ali’s estate play out?”
- Ready…Set…Start your Estate Planning!
Sound Estate Plan,” sets out an estate planning checklist to help you start a solid estate plan. Review the Plan Yearly. An estate plan isn’t something you do once and never look at again. review your plan annually to ensure it will still work. Be sure to work with a qualified estate planning attorney to make sure that the estate plan will foster Reference: gobankingrates.com (June 22, 2016) “Your Estate Planning Checklist: How to Create a Financially
- Why Estate Planning Is Essential for Unmarried Couples
While estate planning is important for married couples, it is arguably even more necessary for couples Without an estate plan, married couples would not be able to make end-of-life decisions or inherit from Estate Planning for Unmarried Partners There are no laws in place to protect unmarried partners. Without a solid estate plan, your partner may be shut out of the decision-making and the estate. Call an Estate Planning Attorney Today To determine the estate planning options that are right for you
- Why You Should Have an Estate Plan
assistance of an estate planning or elder law attorney. Planning for Irresponsible Beneficiaries When you begin the estate planning process, you may wish to An estate plan can help minimize taxes, court costs, and allow beneficiaries to keep more of their inheritance What Happens If You Don’t Plan Ahead While most people have some sort of will, estate planning is not Estate planning is important for everyone.
- Estate Planning Tips for Power Couples
A Forbes article, “Wealth Planning For Couples: How to Wisely Merge Your Financial Plans,” says that While planning your wedding, you and your partner should discuss several serious topics and consult with an estate planning attorney. Even if a couple doesn’t combine all their assets, they should mesh their financial plans to avoid future Reference: Forbes (November 27, 2015) “Wealth Planning For Couples: How To Wisely Merge Your Financial
- The 4 Top Estate Planning Tips for Business Owners
* Seriously though, estate planning as a business owner is much more complicated than regular estate planning because you are essentially crafting two plans — one for yourself, and one for your business Below are four tips we urge business owners to take to heart as they begin the estate planning and succession planning process. ICE It Before getting into the weeds, or getting overwhelmed by the estate planning process, think about