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440 items found for "trusts and estates"

  • Houston Estate Lawyer: How to Plan for Religious Needs

    When meeting with a Houston estate lawyer, people discuss their financial, legal, and personal concerns preferences, you will first want to provide that information to your Houston estate lawyer. To ensure that your wishes are followed, it’s important to include them in your estate plan. Distribution of Assets Some religions require you to distribute your estate a certain way. Contact A Houston Estate Lawyer Today Each estate plan is unique.

  • Guarding Your Estate Plans Against the Impact of Inflation

    Of course, inflation is not limited to just the real estate market. The Impact on Estate Plans Many people create estate plans for the express purpose of providing for others Real estate stocks and investment trusts can perform better if higher inflation causes the value of assets The Financial and Estate Planning Advice You Need Inflation is on the rise. There has never been a better time to meet with a trusted estate planning attorney to review your goals

  • Can Your Parent’s Estate Go to Probate?

    But when you are left to deal with their estate it can get quite confusing rather quickly – especially Probate is the settling of an individual’s estate by a court-appointed executor. While it can be simpler if the estate fits within a certain tax bracket, if it does not it can involve Once the first four steps have been met, only then can the estate be settled. The relevant laws serve to protect the estate and everyone involved.

  • 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. For an annual fee, you can store up to 10GB of estate documents. estate is located. is a topic you should discuss with your estate planning attorney.

  • What Will Happen if I Don’t Update my Beneficiaries?

    This is a very important step in estate planning because at your death, certain assets pass to beneficiaries lower divorce rate than the national average, if you’re recently divorced, you need to do some fast estate It is important to be certain that your intended beneficiary designations are in sync with your estate To ensure that this is the case, visit your estate planning attorney. A qualified trusts and estates lawyer can also help you deal with planning for minor children and those

  • Biggest Estate Planning Stories

    Michael Jackson: Didn’t Fund His Trust Michael Jackson’s estate and will have been an ongoing discussion Although Jackson created a trust, it was not adequately funded. Even now, his estate remains open. The main takeaway from Jackson’s estate planning mishap is that a trust should be properly funded. Lawyers that focus on estate planning will be able to keep a copy of your will or trust on file to make

  • Estate Planning for Women | Houston Will and Trust Lawyer

    So, in the case where the couple created an estate plan while both were living, once the husband passes She needs to make sure that her estate is able to support her as costs continue to rise, as well as to She may even need assistance to understand the estate and how to handle the finances.  An estate planning attorney may also advise younger mothers to consider setting up a trust for their have a significant other in your life, it makes sense for the two of you to work together with the estate

  • Estate and Gift Tax Rate Hikes: What Does This Mean for You?

    Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate Assets owned by a grantor trust will be considered owned by the grantor and included in their estate This may potentially subject assets owned by the grantor to the estate tax. While currently existing grantor trusts will be grandfathered in, new trusts would not be. If you have been considering a grantor trust for your estate, now is the time to put your plans into

  • What to Know About Estate Planning After a Divorce

    , retirement beneficiaries, life insurance beneficiaries, and other assets are changed immediately, estate While most estate plans include clauses that cover events such as divorce, your estate plan will not Keep in mind that if you established an estate plan during marriage, chances are that with the marriage changing so is your estate plan. These are all things to consider when updating your estate plan post-divorce.

  • SEVEN FINANCIAL MISTAKES HOUSTON ESTATE PLANNING LAWYERS SEE

    Estate planning lawyers are in the business of helping their clients create the best financial strategy 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 Whether you have stashed it in a safe deposit box or kept it with a lawyer or trusted individual, you A Houston estate planning attorney can help you develop a strategy for getting back on track.

  • 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 For your estate plan to truly be tailored to your needs and be executed correctly, your attorney will You may be thinking that you are unable to make an estate plan until everything calms down, but an estate You can update your estate plan at any time, and more than once.

  • Why You Need a Medicaid Planning Lawyer for Your Estate Plan

    Medicaid planning is a crucial part of your estate planning strategy, and Your Legacy Legal Care is for Medicaid benefits while protecting your estate from long-term care expenses. Asset Protection Trusts Asset protection trusts are trusts created to protect your assets from being Trusted Medicaid Planning Lawyer in Houston, Texas Medicaid planning is a crucial aspect of estate planning Doing so can ensure your assets are protected, and your estate is preserved for your loved ones.

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