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459 items found for "tax planning"

  • Why You Need a Medicaid Planning Lawyer for Your Estate Plan

    Medicaid planning is a crucial part of your estate planning strategy, and Your Legacy Legal Care is What is Medicaid Planning? Medicaid planning refers to the estate planning strategies of structuring your assets and income to qualify A Medicaid planning lawyer can also provide customized planning for your unique situation, with your Trusted Medicaid Planning Lawyer in Houston, Texas Medicaid planning is a crucial aspect of estate planning

  • Estate Planning for High-Net-Worth Individuals

    Benefits of High-Net-Worth Estate Planning Estate planning offers several benefits to individuals with High-net-worth estate planning can help you minimize these taxes and ensure your beneficiaries receive Key Considerations for High-Net-Worth Estate Planning High-net-worth estate planning involves several Insurance planning — Insurance planning can help you ensure that your loved ones are provided for after Reach Out to an Experienced Houston Estate Planning Attorney High-net-worth estate planning is a critical

  • The 4 Most Common Types of Trusts and Their Benefits

    In this article, we will explore the four most common types of trusts in estate planning: revocable living planning. Additionally, testamentary trusts can be an effective tool for estate tax planning as they allow for Choosing the Right Type of Trust for Your Estate Planning Goals There are many types of trusts. Here are a few things to consider when choosing the right trust for your estate planning goals: Tax implications

  • ESTATE PLANNING TIPS FOR WOMEN IN HOUSTON

    Most Houston estate planning attorneys will tell you that the work they do often has the biggest effect That is not to say that estate planning is not important for everyone, rather that women are more often Here are some things that this Houston estate planning attorney recommend women keep in mind: Estate Planning Tips for Women #1: Appoint a Financial Representative Along the lines of creating a medical power of attorney, have your estate planning lawyer in Houston draw up a statutory durabale power of

  • Make Retirement More Fun with Estate Planning

    The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle through. crafted estate plan. offer many long-term planning advantages. This is especially true when it comes to estate planning.

  • What Assets to Leave to Your Family

    planning. implications in estate planning with the federal estate tax. Remember, you should consider the tax implications when planning the transfer of assets in your 401(k Capital gains, death and income taxes all come into play when planning for the transfer of wealth from Comprehensive estate planning always includes a discussion of these tax implications and ways to avoid

  • Neglecting Estate Planning Can Be Costly for Your Heirs

    Estate planning is a complex area of the law. The Motley Fool’s article, “Estate Planning in 2016: Here’s What You Need to Know,” shares some of the must-know facts that will affect estate planning in 2016. Because of this, many people have a false sense of security that they don’t need to do estate planning Neglecting estate planning can be a costly mistake for your heirs.

  • Adulting 101: Estate Planning

    In an ideal world, people would be as excited about estate planning when they turn 18 as they are about The reality is very few young adults take the time to craft even the most basic estate plan. Why does an 18 year old need an estate plan? Most people don’t think about estate planning until they have children or reach retirement age. What does a typical 18 year old’s estate plan look like?

  • Complete a Complete Estate Plan

    When it comes to planning, the focus is typically on making you better prepared for the future. Security and developing sustainable retirement income plans. That’s estate planning. While much of financial planning primarily benefits you, your estate planning primarily benefits your Speak with an experienced estate planning attorney to develop one.

  • Same-Sex Couples are in Need of Estate Planning

    Bankrate’s article, “Same-sex marriage tax and estate planning tips,” says the IRS had been accepting With that in mind, here are some estate planning tips. Marital deduction and portability. Don’t allow a state tax collector to get a big chunk of your estate in taxes by failing to plan for estate estate planning attorney, as these laws are complex and confusing. Reference: Bankrate (June 23, 2016) “Same-sex marriage tax and estate planning tips” #AssetProtection

  • Estate Plan Vs. Will: What’s the Difference?

    Let’s discuss an estate plan vs. a will. succession Trusts Probate Elder law Guardianship Medicaid planning Special needs planning Long-term Your Houston Estate Plan Might Need a Trust Trusts form a vast portion of estate planning. Including Medicaid Planning in Your Houston Estate Plan Making plans for your final days is arguably Expand Your Estate Plan With a Houston Estate Planning Attorney We offer complete estate planning services

  • How Will the Greatest’s Estate Planning Match Up in Probate?

    Nonetheless, Investment News says in “How will Muhammad Ali’s estate play out?” Kentucky has an inheritance tax. His heirs will see a maximum 16% tax rate on inherited assets. Some parties are exempt from paying the inheritance tax. The way in which Ali referenced his nine children in his will could also come into play. Reference : Investment News (June 9, 2016) “How will Muhammad Ali’s estate play out?”

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