Search Results

As a Houston Estate Attorney, I want to be clear that if you are an agent under POA, it is important agent under a POA for someone, be sure to periodically review the document with an experienced Houston estate

In addition, you can ask your estate planning attorney to help you with the process. and a guardian of the estate. Nonetheless, it’s important that the guardian of the person and the guardian of the estate get along If something changes, contact your estate planning attorney to change your guardian choice. #EstatePlanningLawyer #HoustonGuardianship #ProbateAttorney #TrustsandEstates #WillChanges #HoustonWills

Estate planning is important – you probably already know this much to be true. Consider Whom You Are Planning For An estate plan is more than just a list of your assets and how you This is called “dying intestate,” which is a legal term for dying without an estate plan. up amongst your heirs (even if you did not want them to receive any part of your estate). Once you have an appointment scheduled, you should have a conversation with potential guardians, charities

When it comes to estate planning, there are five factors of ethical behavior that everyone should be Unless you are dealing with an estate planning specialist, ethical considerations in estate planning skilled in providing estate planning guidance. If the estate plan is contentious, this situation could be difficult. Diligence The importance of due diligence in estate planning cannot be overstated.

questions are complicated – here are a few other considerations to factor into your long-term financial and estate By taking an active role in your estate plans, you will feel more empowered about retirement. team members today to learn how inflation’s impact on your retirement assets may also affect your estate

If you find yourself frustrated by your spouse’s outlook on estate planning and planning for your future Understand Your Options As you discuss estate planning with your spouse, also be sure to consider possible Talk with an Experienced Estate Planning and Elder Law Professional If you and your spouse are still struggling to get on the same page about estate planning, it may be time to consult with a professional

One of the most enjoyable parts of being a Harris County estate lawyer is helping clients set up trusts The fact that estate planning lawyers are a part of it is almost a bonus to the job. By having your estate planning lawyer include directions for a directed trustee, you can mitigate some

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. Take a Watch-Dog Approach If you are concerned about your financial institution throwing your estate 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,

Are you familiar with estate planning? Let’s discuss seven things you didn’t know you could include in your estate plan, and how a Houston estate What Are the Most Common Estate Planning Documents? It’s important to work with an experienced estate planning attorney to ensure your estate planning documents Need Help Creating an Estate Plan?

For President Biden, the estate tax is a very likely target for change. The impact of potential changes reaches far beyond the estate tax, though. : Estate Tax Exemption Adjustments Estate tax exemption rates vary from administration to administration As of now, your estate can be valued at $11.7 million before being hit with any estate taxes. This removes the asset from your taxable estate at death.

If you make careful estate planning choices now, you can prepare for your child’s future care and financial special needs trusts: Third-party Special Needs Trusts Typically, a parent, grand-parent, or legal guardian funds a third-party special needs trust with their assets as part of an estate plan. First-Party Special Needs Trusts A parent, grandparent, or a legal guardian usually creates this trust Your Legacy Legal Care offers comprehensive estate planning services to ensure your loved ones are protected

Without proper preparation, such a situation could throw your carefully laid estate plans for a loop. Fail to craft a simultaneous death clause, and your estate could be subject to the Uniform Simultaneous Generally speaking, if two people die within 120 hours of each other and no estate plans have accounted him, and the wife’s heirs would receive her estate as though her husband had died first. A simultaneous death provision may already exist in your estate plans.