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479 items found for "tax deferred plans"

  • Growing Trend of Challenging Wealthy Seniors’ Capacity in Court

    Reference: The Wall Street Journal (April 12, 2016) “ Redstone Case Spotlights Rise in Competency Litigation

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

    Reference: KOMO News (January 31, 2016) “Daughters of Casey Kasem, Peter Falk tackle elder visitation

  • Bitter Fight for Media Mogul’s Billions

    Reference : Los Angeles Times (November 25, 2015) “Billionaire Sumner Redstone unable to make decisions

  • Make your 2016 Financial Picture Bright

    raid savings for one expenditure to use for another and to make it easier for you to spend money as planned Check on your estate plan. Review the titling of your accounts, your beneficiary designations, and your estate planning documents Schedule a visit with your estate planning attorney to make the revisions. Reference: Nerd Wallet (January 7, 2016) “How to Improve Your Finances in 2016” #HoustonAssetProtection

  • Helping Parents with Their Finances Is Not An Easy Task

    Their plans may change over time, especially after important life events, like the birth of a grandchild Talk with your estate planning attorney. Reference: Des Moines Register (November 24, 2015) “How to assist your aging parents with their finances #HoustonAssetProtection #EstatePlanningLawyer #CaringforParents #ProbateAttorney #ParentsFinances #PlanningfortheFuture

  • Billionaire’s Daughter’s Will Contest Settles for Millions

    Reference: myLAnews.com (March 1, 2016) “I am my rich father’s child!

  • Where Do You Think This Millionaire Wanted His Money To Go?

    is a poignant reminder that there are laws dictating what will happen if you fail to make an estate plan It is a stark look at the current intestacy system, and a reminder that without an estate plan in place After someone has died without an estate plan in place we can’t guess what they would have done in an alternate universe where they executed an estate plan. If you are ready to make sure your estate planning wishes are respected, we are here to help.

  • Can a Power of Attorney Assign Another Power of Attorney?

    The power of attorney is a powerful legal tool that requires careful consideration and planning.

  • New Hampshire Solves Power of Attorney Issue

    This is an important document to have, so discuss its ramifications with an estate planning attorney and ask about other estate planning documents such as wills, durable powers of attorney for finances, Reference: WMUR9.com (March 3, 2016) “Money Matters: NH health surrogacy laws” #AssetProtection #Guardianship

  • Younger Generation Expectation of Inheritance No Longer Supported

    percent of children expect to receive something from their parents, only 40 percent of parents have such plans Contact the Texas Estate Planning Attorneys at Your Legacy Legal Care By working with a knowledgeable and experienced Texas estate planning attorney, you can better understand the estate planning process and develop a plan to ensure that your wishes for the future will be carried out. Legal Care, we understand the emotions, confusion, and frustration that can come from not having a plan

  • Figuring Out What To Do When Your Family Fails To Live Up To Their Promises

    Situations where formal estate planning would have provided some certainty and protection from pain, Making A New Plan We figure out what sort of care you will realistically need in the coming years, how 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.

  • Epstein Signed A New Will Just Days Before His Death

    two days before he took his own life, accused sex trafficker Jeffrey Epstein executed a new estate plan One of the important things an estate plan does is ensure that the deceased person’s creditors are paid One of the main reasons people use trusts to do estate planning is because they provide a shield from

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