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470 items found for "financial planning"

  • Review Your Old Trusts

    This is just one example of why it is important to review your estate plan with an attorney every few You want to make sure your estate plan is always ideal given the current estate laws, not older out of Make no estate plans or changes to your current estate planning without the prudent guidance of a qualified estate planning attorney.

  • Who Gets My Stuff if I Die Without a Will?

    Work with a knowledgeable and experienced estate planning attorney so that the stress and fighting is

  • Discover Hidden Savings for Businesses and Individuals

    The article, “Money-saving financial tips for individuals and companies,” says that the unique feature Reference: Smart Business (December 2, 2015) “Money-saving financial tips for individuals and companies

  • Retirement Tips and Answers to Tough Questions

    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 attorney, which gives the authority to the person you have selected to act for you in various legal and financial 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 planning

  • Focus on Your Retirement with Clear Vision

    As you plan your retirement, you should determine how you will spend your time, the details of your retirement As you build your retirement plan, you may discover a few bumps in the road, and the sooner you address If your employer offers a 401(k), you can contribute to that plan, so save enough to get any company

  • Houston Special Needs Lawyer: Basics of a Special Needs Trust

    loss of specialized care and Medicaid or SSI benefits is a very real danger if proper special needs planning put in place, which is why Houston special needs lawyers often share the benefits of special needs planning

  • New Will Shows Media Tycoon’s Ex to Lose Out on Millions

    The article, “Sumner Redstone’s ex-girlfriend stands to lose $70M after new will,” says that a new court document explained that Herzer was named in Redstone’s will until the 92-year-old former chairman of Viacom and CBS Corp. ended the relationship last fall and rewrote the will. Herzer filed a lawsuit, asking a judge to reinstall Herzer as Sumner’s health agent. Redstone’s previous will stated that Herzer was entitled to $50 million and his $20 million house in Southern California. However, last fall Redstone removed her as his health care agent and ordered that his estate pass to his charitable foundation. Redstone has been thought to be too mentally incapacitated to be involved in running corporate boards. He recently resigned as chairman of the boards of directors for both CBS Corp. and Viacom. Redstone became Chairman Emeritus of the companies, ending his managerial involvement. A judge in Los Angeles is scheduled to rule later this month on a motion by Redstone’s lawyers to throw out Herzer’s lawsuit. Reference: USA Today (February 9, 2016) “Sumner Redstone’s ex-girlfriend stands to lose $70M after new will” #AssetProtection #HoustonEstatePlanning #WillChanges #Wills #ElderLaw

  • The 411 on the Generation-Skipping Trust

    Generation-skipping trusts involve skipping a generation in planning your estate. Your estate planning attorney can structure a generation-skipping trust to make use of the lifetime exemption

  • Estate Issues Look to be Settled for Media Mogul Redstone

    If Shari tried to interfere with that plan, Redstone planned on giving the family cemetery plots to the

  • Not Just for Hollywood Stars: Protecting the Farm with a Pre-Nuptial

    Brooks says this type of estate planning and strategies saved the farm. Two of his daughters are married, and after what he experienced himself in succession planning, they’ #AssetProtection #TrustsandEstates #Farms #PrenuptialAgreement #Inheritance #PlanningfortheFuture #HoustonTrusts

  • Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?

    Talk with a qualified estate planning attorney about a sound estate planning strategy to help you reduce

  • Make Certain Your College-Bound Kid Has Packed a Health Care Power of Attorney

    Speak with your estate planning lawyer and appoint trusted family members or friends to make decisions You should also, at the same time, review your own estate plan.

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