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Talk with an experienced estate planning attorney to see if this might be applicable for your family. Reference: Motley Fool (January 18, 2016) “Taxation of Family Trusts” #HoustonAssetProtection #EstatePlanningLawyer #EstateTax #NonGrantorTrust #GrantorTrust #HoustonInheritance #FamilyTrust #TaxPlanning

Reference: Kiplinger’s (August 2016) “6 Tax-Smart Ways to Lower Your RMDs in Retirement” #AssetProtection #EstatePlanningLawyer

responsible for the unsolved murder was intentionally hurtful and has no bearing on their fight over the estate The will leaves $8 million to the United States Holocaust Memorial Museum and the remainder of her estate DNA Info (November 19, 2015) “Keep My Mother’s Murder Out of Our Family Court Battle, Daughter Says” #EstatePlanningLawyer

Situations where formal estate planning would have provided some certainty and protection from pain, It is the same sort of analysis we do when anyone comes into our office for estate planning advice, but Contact us today to schedule a meeting with our experienced team of estate planning attorneys.

If you have three grandchildren, that’s $42,000 a year that you can exclude from your estate. An estate planning attorney can help evaluate if a trust is a better option all around.

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate One attorney represented parties in an estate where a will wasn’t valid, which meant that the decedent He had wanted his estate to be shared equally among his children, but because the DIY estate plan wasn The probate court applied state law and divided the estate between his children. if the will was done correctly by an estate planning attorney.

Reference: University of Kansas (January 11, 2016) “A passion for architecture, reading sparks $2 million estate

Speak with an experienced estate planning attorney to make sure that this is the right strategy for your

It is best to work with an estate planning attorney in your state because state tax laws vary considerably An estate planning attorney can help you with the details. 2015) “Lessen your tax bite with savvy year-end strategies” #CapitalLosses #HoustonAssetProtection #EstateTax

Moving and Estate Planning Documents What happens with your estate-planning documents when you move during Yes, it is worth your time and money to have new estate planning documents prepared for your new address However, the laws involving probate, property, trusts and estate taxes are different in each state. At the very least—even if your estate-planning documents are relatively new and you don’t want to go through the hassles and cost of starting all over again, you should speak with an experienced estate

Once a gift is given to someone as part of the estate administration process, it is theirs to do with prevent a gift from being re-gifted or sold out of the family is to place a condition on the gift in your estate

Small Estate Affidavit – This administration is used to collect a small amount of money owed to the estate The entire assets of the estate, aside from the homestead, must be less than $50,000 and 30 days must or will not sign a small estate affidavit. There must be no debts due on the real estate. If not, the court will appoint an Independent Administration of the Estate.