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470 items found for "financial planning"

  • Special Needs Estate Planning: Basic Strategies and Tactics

    Families with children with disabilities need to take extra precautions in their estate planning.   durable power of attorney, on the other hand, gives a representative the opportunity to manage their financial It allows parents to continue making medical, financial, and residential decisions for their child even 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.

  • 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.

  • Media Mogul Has Estate Planning Mess

    that he has a fortune estimated at more than $5 billion, Sumner Redstone could hire the best estate planning The New York Times’ article, “In Sumner Redstone Affair, His Decline Upends Estate Planning,” explains Regardless the size of their net worth, a good number of those people will consult with estate planning However, sometimes no amount of legal advice can save people from their unwillingness to make plans for Reference: New York Times (June 6, 2016) “In Sumner Redstone Affair, His Decline Upends Estate Planning

  • 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. is a topic you should discuss with your estate planning attorney. A number of financial institutions offer similar platforms, often with the ability to centralize all of your financial accounts—from credit cards to insurance policies and bank and investment accounts.

  • Houston Estate Lawyer: How to Plan for Religious Needs

    When meeting with a Houston estate lawyer, people discuss their financial, legal, and personal concerns 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. your plan accomplishes your goals.

  • 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 planning process. ICE It Before getting into the weeds, or getting overwhelmed by the estate planning process, think about people you have identified and find out if they are comfortable being given power of attorney over your financial

  • How to Include NFTs in Your Estate Plans

    The Connection Between NFTs and Estate Plans If you are considering venturing into the world of NFTs, With enough forethought, you can include NFTs in your estate plan and ensure your heirs one day gain By creating a digital estate plan, you minimize the stress your family and loved ones experience at the The creation of such plans can also guard against risks like identity theft, fraud, and hacking. An estate planning professional can guide you through recommendations and important next steps to take

  • Houston Will Lawyers: Estate Planning Documents Everyone Needs Now

    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 Durable Power of Attorney A power of attorney allows you to choose someone to act on your behalf financially List of Important Documents for Your Will Make a list directing your family on how to find all of your financial Houston Estate Planning Attorney If you do not have these documents in place, call our Houston Will and

  • Your Simple – Yet Comprehensive – Guide to Estate Planning

    Each year, millions of Americans dismiss estate planning efforts because they believe it is too complicated Understanding the essentials of estate planning can help you and your family plan for a bright future Your statutory durable power of attorney allows you to name someone you trust to handle your financial It is far better to make plans in advance to leave the job to a trusted advisor. Cement Your Future Plans Now with Our Estate Planning Guide These simple steps can prepare you and your

  • Planning for Your Digital Legacy

    An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. Why Is it Important to Plan for Digital Assets? Planning for digital assets is important for several reasons. assets that you may own include the following: Social media accounts (e.g., Facebook, Twitter, LinkedIn) Financial Other estate planning considerations for digital assets include the following: Your estate plan can provide

  • SPECIAL NEEDS PLANNING 101 | SPECIAL NEEDS LAWYERS IN HOUSTON

    in the day-to-day concerns that parents and caregivers have little time to even think about estate planning However, special needs planning is a vital part of caring for those who need help caring for themselves There is a lot of information to understand when it comes to special needs planning in Texas, but today Putting off planning is a bit of a dangerous proposition should the unexpected happen. loved one. · Naming a Trustee – This person will manage the assets of the trust for your loved one’s financial

  • 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 A significant change in financial status Illness or disability of a spouse or family member named in What Needs to be Updated in Your Estate Plan Your estate plan is made up of many parts and documents. Financial Power of Attorney, which gives someone the ability to manage your financial affairs and financial

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