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Expenses will probably change in retirement, but they can be hard to predict. Projections should include tax calculations, changes in insurance needs, and the likelihood of higher

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have Some states that are tied to the old federal pick-up system typically charge graduated rates from 0.8%

Revocable trusts allow you to change the trust during your lifetime, which can be useful if your life circumstances change or if you have minor children.

It involves making changes that stick, taking it step by step. While helping clients, Tamara first understands the roots of their behaviors and helps them make changes

Privacy In most situations, living trusts are much more private than probated wills since they allow File change of ownership and beneficiary paperwork on financial accounts. Retitle vehicles and boats by changing registration. Proper ongoing funding, management, updates when life changes happen, and responses to notices are critical Modifying Beneficiaries or Assets Need to change designated beneficiaries or trustee succession details

I know you trust your child completely, but there is always a possibility that your child may change

However, as more people took advantage of the changes, yesterday’s “freedom” morphed into today’s “loophole So, you can claim all benefits due since age 66 as a lump sum at any point, if you are willing to forgo

Also, watch for large credit-card charges, gifts to a caretaker, routine bills not being paid, and changes

With the ongoing changes to the law and shifting options and choices in the Houston area, it is a good This is an opportunity to make sure that you feel comfortable, and can even give you a chance to speak

The estate planning industry is constantly changing. The use of these new technologies will undoubtedly change the estate planning world for good – even as Electronic wills and digital signatures continue to become more common throughout the industry, too.

plan in place, you will need to review it every two to three years or whenever you have major life changes Even if you do not have any major changes, you should review your plan periodically to make sure it still

Pet trusts are a more secure option than wills, but they are also quite inflexible. Should circumstances need adjusting, caretakers may struggle to make changes to the way your pet is cared will or in a trust, you will want to include secondary caretaker designation, just in case situations change