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Estate Planning Attorneys

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471 items found for "joint estate plan"

  • Harris County Probate Law – The Basics

    First of all, probate is the name of the legal process that takes place to distribute a person’s estate With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things An “estate” is not just a term used for rich people.  individual passes away, someone will need to petition the court to be named as the Executor of the estate the property has been distributed, the executor and probate lawyer will follow up to make sure the estate

  • Asset Protect That Doesn’t Depend On Your Aim

    protecting your assets and passing them on to the next generation, it is time to talk to an experienced estate planning attorney. You can take the law into your own hands by crafting a custom-made asset protection plan that fulfils It is unnecessarily risky to rely on the default legal rules or a cookie-cutter plan you could print

  • Americans Disabilities Act (ADA) Requires Emergency Preparedness Programs to Be Accessible to Those

    Your community should have evacuation plans that enable people with mobility, vision, hearing or cognitive Including: Ensuring community shelters have access points for persons with disabilities Working with

  • Encourage Your Parents to Meet with a Houston Elder Law Attorney Early to Avoid Serious Complication

    The reason this is so tragic is because by then it may be too late to put a plan in place that would Without a plan in place, the family’s life can hit a tailspin when the elderly parent is diagnosed with The best way I have found to help here is to simply explain to them that by planning their future now Planning now means they get to pick their living arrangements, the type of medical care they would like Planning early will give them the opportunity to make their own decisions about the future of their finances

  • Helping Parents with Their Finances Is Not An Easy Task

    The Des Moines Register’s article, “How to assist your aging parents with their finances,” points out Their plans may change over time, especially after important life events, like the birth of a grandchild Talk with your estate planning attorney. #HoustonAssetProtection #EstatePlanningLawyer #CaringforParents #ProbateAttorney #ParentsFinances #PlanningfortheFuture

  • Houston Elder Lawyer: Extra VA Benefits Are Available for Wartime Veterans to Help Pay for Long-Term Care

    How to Plan for Eligibility There are strict income and asset requirements that must be met in order Similar to Medicaid, the government allows veterans to utilize financial tools and planning strategies Many veterans are turned away because they do not understand the VA’s rules or the planning available

  • Accumulating Income in the Decumulation Phase of Life: Retirement

    Saving is becoming a bigger part of retirees’ financial plans, especially with defined-benefit pension plans going away. While many retirement-planning tools say that your spending will increase by the rate of inflation each While optimistic, it might be a little unreasonable to plan on living to 110.

  • Personal Finance Myths Debunked!

    you know that 25% of Americans ages 30 to 49 have saved nothing for retirement and that 59% say they plan The long-term effects can be disastrous if you don’t put away money in a retirement savings plan as soon More than 20% of 401(k) plan participants who are eligible to take loans against their retirement savings

  • Answer These Legacy Questions

    If you are married and own property you intend to gift, ask your estate planning attorney to check state This includes retirement plans (401(k)s, 403(b)s, etc.), IRAs, bank accounts, and insurance policies. Consult with an experienced estate planning attorney for help in creating this documentation as part of your estate plan. Reference: Sonoma County Gazette (March 1, 2016) “6 Basic Steps to Legacy Planning” #HealthCareDirective

  • Saints Owner Will Call Another Play in Fight Over Trusts

    The National Football League said “no” to New Orleans Saints owner Tom Benson’s original proposal to remove team ownership from his estranged family’s trust funds. This means he’ll have to try again with new financial terms. The NFL won’t let Benson personally guarantee promissory notes he offered in exchange for Saints shares held in trust funds created for his daughter and grandchildren. This was recently reported in The Times-Picayune article, “NFL rejects Tom Benson’s ownership deal with estranged family’s trusts.” The 89-year-old Benson disowned his daughter and two grandchildren after a bitter fallout a few years ago. According to Benson, he intends to leave full ownership of the Saints to his wife Gayle and has been trying to revoke the trust funds’ shares. Benson sued in federal court after the trustees guarding the funds blocked his attempt to remove assets in exchange for 30-year promissory notes, including about $375 million for the team’s shares. The offer also includes an attempt to remove shares in the Pelicans, the NBA franchise he also owns. The trust funds allow for assets to be removed, but only in exchange for other assets of equal value. Court filings show the NFL’s finance rules won’t allow Benson to use his personal wealth, which includes his controlling, voting stock in the Saints, to back the proposed promissory notes. With that arrangement, the trusts could try to seize Benson’s personal assets—including the controlling stock—if he were to default on the notes. The trustees, attorneys Robert Rosenthal and Mary Rowe, and Benson announced this summer that a tentative settlement was reached. The promissory notes in the exchange were contingent on NFL approval. In August, a U.S. District Judge scheduled a trial after settlement talks didn’t result in a final agreement. Benson recently filed an amended lawsuit with a new offer of promissory notes based on a January 2015 value of the team. Rowe’s attorneys responded, claiming that because the NFL rejected Benson’s first offer, any new deal must be based on the current value of the teams, which would be higher. Rowe has asked a judge for a hearing on the issue. Benson’s attorney says his client has a right to change the notes offered in January 2015. A trial is scheduled for February 6. Reference: The Times-Picayune (September 30, 2016) “NFL rejects Tom Benson’s ownership deal with estranged family’s trusts”

  • Make the Most of Your Social Security

    With some smart planning about how you plan to live in retirement, you can be confident that you will

  • Long-Term Care Insurance and Alternatives | Houston Elder Law Attorneys

    The good news is there are a few options for planning for this financial burden. These types of plans typically have a higher cost and may have a maximum figure that can be applied to

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