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449 items found for "succession planning"

  • 6 Estate Planning Strategies Following COVID-19

    We have used our estate planning expertise to collate our best advice to help you and your family plan We have been in the estate planning and elder law field for a long time, and we have seen our share of plan is not a once-in-a-lifetime event. You can update your estate plan at any time, and more than once. In fact, we encourage our clients to update their plans at least every two years.

  • Guarding Your Estate Plans Against the Impact of Inflation

    The Impact on Estate Plans Many people create estate plans for the express purpose of providing for others That’s because it has a direct effect on the money you plan to leave behind. The Financial and Estate Planning Advice You Need Inflation is on the rise. and adjust your plans. To schedule an estate planning strategy session and put a plan in place for you and your loved ones,

  • 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. If you do not create a plan, your loved ones may learn things that you wish to keep secret. Other estate planning considerations for digital assets include the following: Your estate plan can provide

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

    Nonetheless, Investment News says in “How will Muhammad Ali’s estate play out?” 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?”

  • Houston Estate Lawyer: How to Plan for Religious Needs

    religion is a significant part of your life, it only makes sense to incorporate it into your estate plan 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.

  • Estate Planning During a Divorce: 4 Key Considerations

    You have planned your life carefully. Most likely, you are also each named as beneficiaries on the other’s retirement plan. However, there is one thing you did not plan for: divorce. What happens to your estate plan now? the most important part of your plan during a divorce. who drew up the joint plan for both you and your spouse.

  • 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 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

  • Special Needs Estate Planning: Basic Strategies and Tactics

    Families with children with disabilities need to take extra precautions in their estate planning.   depend greatly upon the child’s competency and age, but it is never too soon to start considering how to plan Plan for Medicaid Medicaid is a public benefit that many individuals with disabilities benefit from, 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.

  • 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. Special needs planning lawyers in Houston should have specialized knowledge in this area, so be sure

  • 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?

  • 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 Houston Estate Planning Attorney If you do not have these documents in place, call our Houston Will and

  • Farewell, Sweet Prince: Another Celebrity Estate Planning Disaster

    The sister of the late rock star Prince told the press that the 57-year-old Minnesotan has no known will. She recently has filed court documents requesting that a probate judge appoint an executor to oversee his fortune. Tyka Nelson filed the paperwork in Minneapolis petitioning the court to appoint a special administrator for Prince’s estate, which includes Paisley Park Studios where he was found dead on April 21st, according to The International Business Times in “Prince ‘made no will’ for his $300m estate before death.” Ms. Nelson is the only surviving full sibling of Prince. She reportedly requested that Bremer Trust, a corporate trust company, be named administrator of her brother’s estate. Ms. Nelson said that “immediate action” was required to deal with Prince’s business affairs because he didn’t leave a will before his death. “I do not know of the existence of a will and have no reason to believe that the Decedent executed testamentary documents in any form,” Nelson stipulated in her petition for the appointment of a special administrator. Along with herself, Ms. Nelson listed five of Prince’s half-siblings—John Nelson, Norrine Nelson, Sharon Nelson, Alfred Jackson, and Omar Baker—as heirs in the petition. Prince is estimated to have sold more than 100 million albums during his 40-year career and is thought to have left approximately $27 million in property. Reference: International Business Times (April 26, 2016) “Prince ‘made no will’ for his $300m estate before death” #AssetProtection #Guardianship #TrustsandEstates #Probate #ProbateCourt #Inheritance #Wills #Trusts #estateplanning

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