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479 items found for "financial planning for elders"

  • Going, Going, Gone: True Gifts Can’t Be Taken Back

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

  • What the Heck is a Pooled Trust?

    When making decisions on care and insurance coverage for disabled and/or elderly loved ones, it is easy is that a qualified non-profit organization sets up the Pooled Trust account and creates a spending plan Trust that is right for you or your family, we invite you to contact our Houston special needs and elder

  • Are My Nursing Home Expenses Covered By Medicaid?

    If you are interested in Medicaid coverage for residency at a nursing home for yourself, your elderly parents or other elderly relatives, it may be extremely helpful to speak with a knowledgeable and experienced Elder Law attorney.

  • 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 A generation skipping trust is just what it sounds like; it is a financial vehicle that “skips” your Should your children suffer major financial setbacks – divorce, oppressive medical bills, a failed business A knowledgeable estate planning attorney can advise you on the full range of legal options that can help

  • 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

  • The Future of GRATs After November’s Election

    Bloomberg BNA’s recent article, “Future of Popular Estate-Planning Tool May Hinge on Election,” discusses presidential nominee Donald Trump wins the election, the proposals on GRATs would go away because Trump’s tax plan GRATs are sophisticated estate planning tools. Be sure to secure the help of an experienced estate planning attorney to determine if this is right for Reference: Bloomberg BNA (May 31, 2016) “Future of Popular Estate-Planning Tool May Hinge on Election

  • Harris County Probate Law – The Basics

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

  • Protecting the Vulnerable: Texas Laws Concerning Guardianship

    children whose parents have died or are not physically or emotionally up to the task, or because they are elderly old English novels wards are often orphaned children, most current cases of guardianship concern an elderly

  • Look out: Medicare Changes on the Way!

    However, the trust fund that finances Medicare’s hospital coverage is fully funded until 2028—that’s

  • A CLOSER LOOK AT WILLS AND TRUSTS ADMINISTRATION IN HOUSTON

    with the trustees or beneficiaries to figure out what kinds of rights and obligations will come into play

  • ADVICE FROM A HOUSTON FAMILY LAWYER FOR NEWLYWED FINANCES

    the present to get financial advice from a knowledgeable family lawyer in Houston. You and your partner should put more planning into your financial future than you did into your wedding to approach many of the financial considerations facing newlyweds such as: · College and/or student Planning for the Present While just as important, sometimes figuring out what to do about finances right to meet your financial needs.

  • HOW A TRUST LAWYER IN HOUSTON CAN HELP YOU CREATE A LEGACY

    By identifying your main interest, you can then determine how best to use your estate plan to further Getting the Family Involved A different aspect of legacy planning has more to do with sharing your passion that your family review proposals. to determine how to award funds annually, or you could ask them to play

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