Search Results

people aren’t sure of how to complete the Medicaid application to see if they qualify for this type of financial Depending on your unique financial situation, your home or other assets may be at risk if you enroll

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.

Probate typically occurs when there are real properties or financial accounts involved.

Overall, having an estate planning attorney to guide you helps the probate process go as smoothly and

Eddie planned on scheduling an assessment for his aunt in Houston, as his aunt wanted to prove that there At Your Legacy Legal Care, we meet with many caregivers to discuss long-term care planning for their

Meet with an experienced estate planning attorney to determine if these wealth transfer strategies make Reference: NASDAQ (December 23, 2015) “Estate Planning: How to Adjust to Rising Rates” #EstatePlanningLawyer

Likewise, a recent study by True Link Financial estimated the problem costs more than $36 billion every But these statistics may be low because elder financial abuse crime frequently goes unreported. To help protect an older loved one from elder financial abuse, become familiar with the more common types Here are a few other important ways to guard against potential elder financial scams. Contact the police, the bank, the brokerage company, or other financial officials.

More than 4,000 cases involved financial exploitation, and there were 3,661 reports involving vulnerable Financial abuse is becoming more prevalent, not just within the Copper State, but nationwide. Nationally, financial abuse and exploitation lead to seniors losing about $2.9 billion yearly.

gift from being re-gifted or sold out of the family is to place a condition on the gift in your estate plan

Estate planning is a constantly changing field, in no small part due to continuously evolving legislation Section 529 is where we get the name of the “529 Plans” that many Houston estate planning lawyers help An interesting note about 529 plans is that they are not considered part of your estate when it comes ABLE Accounts are like 529 plans, but their purpose is to protect those with disabilities. health and wellness, housing, transportation, and a few other categories including a number of legal and financial

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 A generation skipping trust is just what it sounds like; it is a financial vehicle that “skips” your 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

In some instances, those appointed to look after the financial assets of the infirm or incapacitated