top of page

Search Results

449 items found for "succession planning"

  • Preparing an Inheritance for Your Child With Disabilities

    While an inheritance is a natural part of estate planning, there are a few different reasons that some This special type of Trust is created as part of your estate plan and can actually dictate that the money child with a disability being in a position where they need to survive without them, it is important to plan ahead for these types of issues with proper estate planning.

  • Is a Power of Attorney Good from State to State?

    Constitution plays a role in POA recognition.

  • My Common Law Spouse Died. How Do You Prove Common Law Marriage After Death?

    Marriage When it comes to proving a common law marriage after the death of one partner, witnesses can play Furthermore, attorneys can access public records such as tax filings where joint filing status may have

  • Declining the Duty of Being Power of Attorney

    Naming Successor Agents It may be wise of a principal to name successor agents in the event that the You also have the option of creating a revocable trust with the bank named as the successor trustee.

  • Shop Around for Medigap Insurance

    policies, and there’s a good chance you can decrease the cost of your premiums by moving to another plan Even though each Medigap plan with the same “letter designation” provides the same coverage, the price For example, a 65-year-old man could pay anywhere from $1,092 to $6,519 in 2016 for Plan F—which is the most popular plan—based on the insurer. For example, if you have Medigap Plan F, your insurer may let you switch to a high-deductible Plan F

  • A Close Look at the Costs for End-of-Life Care

    greatest concern, according to the MarketWatch article, “What to know about Alzheimer’s and retirement planning This means it’s critical to properly plan for your retirement years early in case you or a loved one $175,100 Dementia: $278,000 These potential medical expenses must be considered in retirement and estate planning Financial planning often gets delayed, but there are many tasks that should be done to make things easier Identify family members who should be included in financial plans, like those who can help with routine

  • Understanding the Guardianship Process For a Loved One With Disabilities

    Special needs planning can seem daunting.

  • Harris County Probate Law – The Basics

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

  • Use a Reverse Mortgage to Buy a Home

    Evaluate the decision to use a reverse mortgage as part of a total financial plan. Buy a Retirement Home with a Reverse Mortgage” #HoustonAssetProtection #HoustonEstatePlanningLawyer #PlanningfortheFuture

  • What the Heck is a Pooled Trust?

    is that a qualified non-profit organization sets up the Pooled Trust account and creates a spending plan

  • The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation

    states this year and fought for previously passed legislation in Texas and California, as well as a successful

  • SKIP TAXES WITH A GENERATION SKIPPING TRUST WHEN PASSING ON YOUR WEALTH

    There are many strategies that an experienced estate planning attorney can use to help you reduce the Without an estate plan, taxable assets take a 40 percent bite at each generational level Currently, the can be structured so income generated by the trust’s assets – for example, dividends or interest – is accessible Ask a lawyer for help in crafting a comprehensive estate plan A generation skipping trust can be a powerful A knowledgeable estate planning attorney can advise you on the full range of legal options that can help

bottom of page