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479 items found for "tax deferred plans"

  • Ensuring Your Legacy Through Estate Planning

    do not have to limit your plans to only financial matters. You can also use estate planning to pass on your values and highlight your principles. gifts as part of their estate plan. estate planning attorney. Protect Your Legacy with an Estate Planning Lawyer in Houston If you are revising an estate plan or just

  • What to Know About Estate Planning After a Divorce

    While most estate plans include clauses that cover events such as divorce, your estate plan will not changing so is your estate plan. If you established an estate plan early in their life, it is best to review your existing plan and update Do you plan on getting remarried? These are all things to consider when updating your estate plan post-divorce.

  • Houston Business Lawyer: Succession Planning for Your Small Business is Crucial for its Survival

    By engaging in Succession Planning, the small business owner can ensure that his or her wishes are followed Not only does this kind of planning make for an easier transition on those left behind, but it also saves Your small business is a part of your estate, and just like your home and other assets, planning needs By planning in advance, you can take advantage of Section 303 and Section 6166 of the tax codes. owner has made plans for their implementation.

  • 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,

  • The Inextricable Link Between Long-Term Planning and Freedom

    planning can have a similar effect on your estate and loved ones. You can, however, make plans for how you might handle such incidents. The Connection Between Happiness and Planning The sheer act of planning can boost our mood as well. Think back to the last time you made a plan. Start Planning Now If estate planning has been on your to-do list for a while now, it is time to finally

  • 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

  • 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.

  • 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.

  • 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 What Needs to be Updated in Your Estate Plan Your estate plan is made up of many parts and documents. This may also include a business succession plan . We can’t wait to help you update your estate plan.

  • While Not Sexy, Life Insurance can Really Help with Estate and Financial Planning

    Life insurance—whether term or whole life—can be used to fulfill various planning goals. Permanent or whole life insurance is typically more expensive than term and should be used for estate planning Depending on how the permanent life insurance policy is designed, it could provide tax-free income in on life insurance in general or on any one particular type of life insurance to solve all financial planning Life insurance isn’t a “silver bullet” for all planning needs but is one tool among many to help people

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