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467 items found for "joint estate plan"
- Victory for Media Mogul Sumner Redstone
Herzer’s ouster from Redstone’s Beverly Park home last fall and robbed her of the $70 million that he planned
- The Three Top Fears in Retirement
Nonetheless, preparation is the key to designing the kind of financial plan necessary to allow you to
- Harris County Probate vs. Non-Probate Property – Know the Difference
Property will be considered non-probate property if: There is a joint owner with right of survivorship insurance or a retirement account Property is owned by a trust with named beneficiaries In these cases, joint At the time of death the property will pass automatically to the joint owner or beneficiary without the
- Long-Term Care Facilities Required to Request Guardianship Orders
required to request a copy of any court order that appoints guardianship of a resident or resident’s estate
- 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. Identify family members who should be included in financial plans, like those who can help with routine
- INCORPORATING THE NEW ABLE ACT INTO YOUR ESTATE PLANNING IN HOUSTON
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 Not all states offer ABLE Accounts at this point, so it is important to check with your estate planning Additionally, estate planning and special needs lawyers will have to evaluate each client on an individual
- 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.
- SKIP TAXES WITH A GENERATION SKIPPING TRUST WHEN PASSING ON YOUR WEALTH
Your estate generally includes everything you own at the time of your death, including real estate, bank 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 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
- What To Do When Your Parent is Progressively Aging
Families react to what is going on when it happens, rather than proactively plan for it. Construct a Plan for Long-Term Care Most seniors will need some form of long-term care as they age. It is important to address this plan with your parents. Speak with your parents about plans for how to pay for their care as they age. Planning now can help reduce stress, confusion, and complications later on.
- The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation
Kasem said she would be interested in joining forces with Falk or others for guardianship reform legislation
- THERE MAY BE VALUE CREATING A TRUST, EVEN WITH MODEST ASSETS
There are a lot of reasons why it’s a good idea for nearly everyone in Houston to have a solid estate plan. Whether such plans should include the creation of one or more trusts is something that can be assessed In that vein, here are some scenarios in which a trust might be appropriate, even in cases of modest estates
- Florida Leads with Elder Abuse Guardianship Legislation
Legislators said that with so many retirees coming to Florida, they need to feel safe that their estates
