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479 items found for "tax deferred plans"

  • Houston Business Planning Lawyer: What Happens to Your Sole Proprietorship When You Die?

    Once the sole proprietor dies, the business does too, creating estate planning problems. Your business is legally no different from you, even if you have a tax ID, even if your business has If you have questions about how to best plan for the eventual succession of your business, feel free

  • Kim Hegwood to Speak at the Third Solo Agers Symposium

    Whether seeking to protect assets, streamline medical care, or develop a financial plan for retirement , this event is a substantive resource for planning ahead.  And honestly, you plan because you have someone you love. through the creation of a will, trust, or another estate planning tool. all of your estate planning needs.

  • 92-Year-Old Media Mogul’s Health and Succession Plan Closely Watched

    Dauman said there were plans in place to determine what happens to Redstone’s ownership interests in the subject of a recent article in the Los Angeles Times entitled “Viacom CEO explains succession planning Under the succession plan, seven trustees would oversee Redstone’s National Amusements interests, including The four other trustees are Redstone’s estate planning attorney, a Viacom board member and longtime Redstone Reference : Los Angeles Times (December 8, 2015) “Viacom CEO explains succession planning for aging media

  • Planning for Future Healthcare Costs

    career, approaching retirement, or transitioning out of the workforce, it is crucial to understand and plan Health plans from the health insurance marketplace are an option, as is insurance from your spouse’s To ensure that you plan accordingly, be sure that the health insurance plan that you decide to enroll Many people do not know that estate planning attorneys often work with insurance agents to provide their Unsure about how to start planning for future healthcare costs?

  • Should Inflation Prompt You to Revisit Your Long-term Financial and Estate Plans?

    exactly how or when the impact of inflation might slow, it is important to factor it into your retirement plans That is why it is so crucial to look at your investment strategy and retirement income plan to see if complicated – here are a few other considerations to factor into your long-term financial and estate plans Solid retirement planning makes all the difference when it comes to your purchasing power. By taking an active role in your estate plans, you will feel more empowered about retirement.

  • Not On the Same Page? What to Do if Your Spouse Disagrees With You About Estate Planning

    Unfortunately, some couples find themselves in complete disagreement about planning for the future. If you find yourself frustrated by your spouse’s outlook on estate planning and planning for your future This can paint a more complete picture of what lies ahead and about how you should be planning for your While it is hard to plan for the worst-case scenario, playing with the theoretical can help you and your Talk with an Experienced Estate Planning and Elder Law Professional If you and your spouse are still

  • Ethical Considerations When It Comes to Estate Planning

    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. The importance of ethical planning and decision-making cannot be overstated.

  • Planning for the Worst: Estate Advice for Simultaneous Deaths

    After all, drawing up plans to distribute your assets to your partner, children, or other loved ones Without proper preparation, such a situation could throw your carefully laid estate plans for a loop. While most people can benefit from detailed estate planning, succession planning becomes even more important A simultaneous death provision may already exist in your estate plans. To put a plan in place to protect your estate from simultaneous deaths or to get your existing plan reviewed

  • 7 Things You Didn’t Know You Could Include in Your Estate Plan

    Are you familiar with estate planning? planning attorney can help you organize them. 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?

  • How to Prepare for Your First Estate Planning Meeting

    .” ― Margaret Mitchell, Gone with the Wind Booking your first estate planning meeting is a must. What are My Estate Planning Goals? What Questions Should I Ask My Estate Planning Attorney? You can ask for an opinion about how often your estate plan will need to be evaluated. Your Legacy Legal Care specializes in estate planning.

  • Houston Elder Lawyer Answers, “When should I start planning for long-term care?”

    of the most frequently asked questions our Houston elder lawyers receive is, “When should we start planning That is why it is so important to plan now for any future care you may need. While it is true that most people living in long term care facilities are older, planning for long-term When setting up your plan, it is important to meet with an attorney that not just handles estates, but If you have any questions about a long-term care plan or would like to discuss the documents that you

  • Do You Need an Estate Plan If You Are Single?

    Basic estate planning is far simpler than most people assume. The easiest way to do this is through estate planning. Plan for Incapacity If you are in a coma, do you know who will handle your affairs? Create Your Estate Plan Today If you are single and unsure of how to best begin estate planning, reach It’s never too early to begin planning for the future.

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