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467 items found for "joint estate plan"

  • Houston Estate Lawyer: How to Plan for Religious Needs

    plan. Most Common Estate Planning Issues Affected by Religion Once your lawyer understands you goals, he or she will point out several areas of your plan that may be impacted by your religious beliefs. To ensure that your wishes are followed, it’s important to include them in your estate plan. Contact A Houston Estate Lawyer Today Each estate plan is unique.

  • The 4 Top Estate Planning Tips for Business Owners

    * Seriously though, estate planning as a business owner is much more complicated than regular estate planning because you are essentially crafting two plans — one for yourself, and one for your business Below are four tips we urge business owners to take to heart as they begin the estate planning and succession planning process. ICE It Before getting into the weeds, or getting overwhelmed by the estate planning process, think about

  • Your Simple – Yet Comprehensive – Guide to Estate Planning

    Each year, millions of Americans dismiss estate planning efforts because they believe it is too complicated While crafting estate plans can be confusing at first, the process can be simplified when you are working Understanding the essentials of estate planning can help you and your family plan for a bright future Cement Your Future Plans Now with Our Estate Planning Guide These simple steps can prepare you and your Of course, your estate plans can be as detailed and as thorough as you would like them to be.

  • Special Needs Estate Planning: Basic Strategies and Tactics

    Families with children with disabilities need to take extra precautions in their estate planning.   planning. however, you must be careful when establishing an estate plan to not disqualify your loved one from receiving Special Needs Estate Planning Attorney These planning tips require serious consideration and a lot of Call us at (281) 885-8826 or contact us here to start planning for your loved one’s future today.

  • Phoenix Inventors Create Digital Storage for Estate Planning Documents

    Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally? It’s a digital estate planning document storage platform. Digital copies of your estate planning documents may not be legal in the county and state where your is a topic you should discuss with your estate planning attorney. Reference: Investopedia (June 9, 2016) “Should You Store Estate-Planning Documents Digitally?

  • Biggest Estate Planning Stories

    Mistakes can easily be made during estate planning. Here are some important estate planning stories that may help you avoid conflicts in the future. The main takeaway from Jackson’s estate planning mishap is that a trust should be properly funded. Next Steps in Estate Planning Whether you are a celebrity or not, estate planning can be beneficial and to speak to an experienced estate planning attorney today.

  • Farewell, Sweet Prince: Another Celebrity Estate Planning Disaster

    the paperwork in Minneapolis petitioning the court to appoint a special administrator for Prince’s estate on April 21st, according to The International Business Times in “Prince ‘made no will’ for his $300m estate reportedly requested that Bremer Trust, a corporate trust company, be named administrator of her brother’s estate Reference: International Business Times (April 26, 2016) “Prince ‘made no will’ for his $300m estate

  • SEVEN FINANCIAL MISTAKES HOUSTON ESTATE PLANNING LAWYERS SEE

    Estate planning lawyers are in the business of helping their clients create the best financial strategy If you need some guidance and direction, talk to a reputable Houston estate planning attorney to turn Communicating with family – Once you have put together a plan with your Houston estate planning lawyer Debt – Debt is a beast that scares people to the point of not even seeking the help of an estate planning A Houston estate planning attorney can help you develop a strategy for getting back on track.

  • Houston Will Lawyers: Estate Planning Documents Everyone Needs Now

    found themselves in a tailspin because a loved one passed away or became incapacitated without a proper estate plan. Depending on your situation, a Living Trust may add another layer of protection and control to your planning , pension or retirement accounts, bank accounts, divorce records, birth/adoption certificates, real estate Houston Estate Planning Attorney If you do not have these documents in place, call our Houston Will and

  • Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

    Too often, though, banks inadvertently throw the most carefully laid estate plans out of alignment. That’s because transfer-on-death accounts pass outside of traditional estate planning. Enlist the Help of an Experienced Estate Planning and Probate Attorney An experienced team of attorneys can help you with your family’s estate plans and probate needs. Whether you are looking to craft estate plans for the first time, need help updating existing plans,

  • How Often Do You Need to Update Your Estate Planning?

    reviewed) your estate plan.  If you want to protect your assets and plan for contingencies, keeping your estate plan updated is essential Updating Your Estate Plan to Reflect Life Events In addition to updating your estate every three to five What Needs to be Updated in Your Estate Plan Your estate plan is made up of many parts and documents. We can’t wait to help you update your estate plan.

  • Changes are Happening All the Time: Keep Your Estate Plan Current

    plan. There’s one very important step that remains: a periodic review and update of your estate plan in its That once perfect estate plan may not be a “10” any more. Change is constant, and WMUR’s article, “Money Matters: The ‘final’ estate-planning step,” says that Employment : If you or your spouse has a job change, it may call for an estate plan modification.

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