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479 items found for "tax deferred plans"
- 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?
- SEVEN FINANCIAL MISTAKES HOUSTON ESTATE PLANNING LAWYERS SEE
Estate planning lawyers are in the business of helping their clients create the best financial strategy you want takes some effort, which is why so many people make the choice to work with a Houston estate planning If you need some guidance and direction, talk to a reputable Houston estate planning attorney to turn Communicating with family – Once you have put together a plan with your Houston estate planning lawyer A Houston estate planning attorney can help you develop a strategy for getting back on track.
- 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
Reference: International Business Times (April 26, 2016) “Prince ‘made no will’ for his $300m estate
- Estate Planning During the Biden Era
may mean you need to update your estate plan to help protect your assets even more than they already President Biden’s tax plan aims to reduce this number to $3.5 million, which is a significant drop that could leave many people with taxable estates without careful tax planning. Gifting early in your retirement or utilizing life insurance as an estate planning tool may be a good The Biden tax plan advocates limiting this annual exclusion to a once annual total of $15,000 – not $15,000
- Biggest Estate Planning Stories
Mistakes can easily be made during estate planning. Here are some important estate planning stories that may help you avoid conflicts in the future. The main takeaway from Jackson’s estate planning mishap is that a trust should be properly funded. Next Steps in Estate Planning Whether you are a celebrity or not, estate planning can be beneficial and to speak to an experienced estate planning attorney today.
- MANY HARRIS COUNTY ESTATE PLANNING LAWYERS OVERLOOK THIS IMPORTANT ASPECT OF TRUST ADMINISTRATION
The fact that estate planning lawyers are a part of it is almost a bonus to the job. The financial advisors are given too much freedom to play “fast and loose” with the money, as well as trust, just does not have the knowledge and experience required to make good investments, to minimize tax By having your estate planning lawyer include directions for a directed trustee, you can mitigate some of the concerns that come with choosing a family member or giving a financial planner too much leeway
- Estate Planning for 80-Somethings
Estate planning needs to change over your lifetime (believe it or not, it is not a “one and done” thing By the time you reach your eighties (or older), the majority of your estate planning may already be taken However, if you want to ensure all of your bases are covered, keep these estate planning tips as you Make Plans for Charitable Giving It is true when they say “you can’t take it with you.” Help for Maintaining Your Estate Plans Life changes fast, and often unexpectedly.
- Your Parent is Hospitalized: Medicaid and Elder Care Planning to Do Now
What end-of-life and long-term care planning should they do? Plan for the Future If your parent recovers, a hospital stay can be a wakeup call. It is an excellent time to look at your parent’s estate planning and nudge them to get it done before Do they have an end-of-life plan, long-term care insurance, and an estate plan? Your Legacy Legal Care offers comprehensive estate planning services.
- Family Matters: Planning Mistakes Small Business Owners Should Avoid
Without smart planning, all that work can be lost through disability, retirement, or death. If you own your own business and want to set your family up for a bright future, avoid these common planning Failing to Have a Succession Plan When you retire, do you know who will take over your business? Many small business owners forget to put a succession plan in place. Taking a DIY Approach to Estate Planning There are tons of online resources for estate planning, all
- What Can We Learn from Millennials about Wealth Planning?
Reference: AARP (December 2015/January 2016) “What Millennials Know About Money and Work” #ClearLakeAssetProtection