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390 items found for "ira protection trust"

  • Look out: Medicare Changes on the Way!

    However, the trust fund that finances Medicare’s hospital coverage is fully funded until 2028—that’s two years less than projected a year ago. The 0.2% COLA that the trustees project for 2017 still could change with inflation. The small COLA now projected for 2017 would still have an effect on Part B premiums. Reference: AARP.org (June 22, 2016) “Social Security COLA Projected for 2017” #Insurance #Medicare #SocialSecurity

  • Tighten Up Those Loose Ends in Your Estate Plan

    If you just had your estate planning attorney draft a trust without changing the deed to your real estate to reflect ownership by that trust, most states would not let the real estate pass through your trust A trustee can list the house for sale within hours of your passing, but an executor of your will must

  • THERE MAY BE VALUE CREATING A TRUST, EVEN WITH MODEST ASSETS

    These days there may seem to be fewer reasons for establishing trusts. Setting up a trust, administered by a trustee, allows for greater control over asset distributions. Trust restrictions might be useful, too, to provide for children or grandchildren and protect them from Another plus with trusts is that if they are properly structured, they can adapt. Tax and trust laws do change over time and a trust needs to have flexibility to change with them if necessary

  • New Orleans Saints Owner in Middle of Estate Battle

    and the deadline is fewer than two weeks before the start of a scheduled jury trial over control of a trust The trust assets include nearly all of San Antonio-based Lone Star Capital Bank, 50% of five auto dealerships was nothing left to discover in the case since Renee has owned all the Shirley Benson Testamentary Trust The purpose of the litigation is to establish a new trustee for the Shirley Benson trust. Antonio Mayor Phil Hardberger and estate planning lawyer Art Bayern as temporary co-receivers of the trust

  • Sacramento County Cracking Down on Elder Abuse

    better prepared to deal with the uptick in cases after reinstating a financial abuse unit within Adult Protective advertising supplement in several publications that explained the types of issues dealt with by Adult Protective Financial abuse is the most common type of report received by Adult Protective Services.

  • Ohio Selected as One of Ten Elder Law Task Forces

    work already underway here with local, state, and federal partners, and our District’s commitment to protecting Units, state and local prosecutors’ offices, the Department of Health and Human Services, Ohio Adult Protective The task forces will make certain the elderly are protected. The Elder Justice Task Forces are part of the larger strategy and commitment to protecting seniors, and

  • IRS Phone Scams on the Rise in Houston

    these types senior scams, call our Houston elder law attorneys at (281) 885-8826 so that we can help protect

  • Should I Pre-Plan and Pre-Pay for my Funeral Expenses in Texas?

    Some funeral homes put that money in a trust fund or buy an insurance policy naming itself as beneficiary of “unknowns”, an alternative (and sometimes better option) is to work with an attorney to create a trust

  • Important Steps to Complete a Medicaid Application

    We are here to help you understand how the process works and to help you protect your property during

  • Harris County Probate vs. Non-Probate Property – Know the Difference

    beneficiary is already designated on a life insurance or a retirement account Property is owned by a trust

  • Harris County Probate Law – The Basics

    With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things

  • Houston Estate Lawyer: 3 Talking Points to Help Your Reluctant Spouse Get Serious About Estate Plann

    guardians named who can care for your kids if you die while they are still young, or appoint someone you trust

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