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477 items found for "health savings account"
- Becoming an Informed Caregiver
I would have assumed that I had lots of information that would be helpful. is actually preparing to have the conversation. It is important to figure out when the right time to have the conversation may be. Kim asks, “Do you find that you are having more difficult conversations? If you are leading a team, you have friends and neighbors who have always been important.
- Who Can Legally Contest a Will or an Estate in Texas?
In Texas, only those who have “standing” can contest a will or estate. Grounds for Contest Those who wish to contest a will must have valid grounds for doing so, such as claims Having legal standing alone does not guarantee a successful contest. consulting with a knowledgeable probate attorney , you can make informed decisions regarding whether you have qualified probate attorney in Texas who can assess your case and provide expert guidance on whether you have
- What if I Don’t Want a Guardianship?
If you have decided that you can no longer care for yourself in some manner as you once did (e.g. making medical decisions or managing your property), it is important to make arrangements to have these interests If you have a family member that didn’t plan and you are considering a guardianship or other alternative
- 10 Common Misconceptions About Trusts
is true that you give up some control when you create a trust, you can still maintain a significant amount Younger individuals may have more to gain from creating a trust since they have more time to build and change the trust during your lifetime, which can be useful if your life circumstances change or if you have Trust While some trusts require significant assets, many types of trusts can be created with smaller amounts If you have questions about trusts or want to learn how they can benefit you, Your Legacy Legal Care™
- Houston Special Needs Lawyer: Basics of a Special Needs Trust
For families that have loved ones with a disability, ensuring the care for their loved one once the Since even a small amount of cash assets can disqualify individuals with a disability from the care and These expenses are considered “non-countable” by Medicaid and SSI since they do not count as the special What if I do not have a Trustee or I am not leaving behind a large sum of money? If you have any questions about how a Special Needs Trust can benefit you and your loved ones, please
- New Hampshire Sets Up Special Prosecutor for the Protection of Seniors
New Hampshire will soon have a full-time lawyer to investigate and prosecute crimes against the elderly One provision of the new law states that if a perpetrator knew the seniors didn’t have the mental faculties
- Heritage Statements Help in Estate Planning
also notes that smart financial, tax, and estate plans by themselves don’t create good stewards of wealth Senior generations have to teach their heirs about the legacy they’re going to inherit, uniting the family Communication lets heirs have an understanding of their predecessors’ values, responsibilities, and choices This may reveal ideals, beliefs, values, and shared visions that might otherwise have been left unsaid Your family can up its chances of maintaining wealth rather than destroying it with the use of family
- The Future of GRATs After November’s Election
Earlier proposals called for requiring a minimum term for GRATs, but the most recent proposals have included With lower interest rates, the property transferred to the GRAT doesn’t have to appreciate as much as it would with higher interest rates for the GRAT to be a successful method of transferring wealth to
- The Inextricable Link Between Long-Term Planning and Freedom
most effective ways to mitigate that stress, so it goes without saying that long-term planning can have We do not have control over what happens in life, but we can control the way we respond to the circumstances A similar effect can be felt both during and after you have completed your estate plans.
- Navigating High-Profile Guardianship Matters in Texas: A Guide to Avoiding Legal Turmoil
Guardianship matters involve significant decisions that impact the lives and well-being of individuals that have Both Janice and her son, Daniel, have filed Affidavits with the court stating that not sealing the records Physicians (also known as a Living Will) Declaration of Guardian Last Will and Testament Living Trust Having Proactive planning can minimize the risk of having to go through an expensive, public, and time-consuming
- Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse
The Senior Safe Act The Senior Safe Act would provide civil and administrative liability protection to
- Does Your Will Travel Well When You Move to Another State?
In most cases, if you have a will that’s prepared by a local estate planning attorney and then you move There are states that have restrictions on non-family members serving as executors for those who live