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470 items found for "financial planning"

  • Family Matters: Legacy Planning for Adopted Children

    Estate Planning for Adopted, Biological Children In most estate planning situations, adopted children estate plan accordingly. Additionally, if no estate plan is done, or you have your estate plan leave everything you own to your , birth, or adoption – it is important to update your estate plan. Recalibrating plans with an estate planning attorney can help ensure every member of the family is factored

  • The Importance of Elder Law for LGBTQ+ Seniors

    LGBTQ+ seniors often face legal challenges in estate planning and inheritance due to discrimination and for their rights and addressing any legal challenges they may face regarding healthcare, housing, and financial planning. Estate Planning Estate planning is an essential part of elder law that can help LGBTQ+ seniors protect An estate planning attorney can help develop a plan that meets your unique needs.

  • Estate Planning During Times of Uncertainty

    As you make plans for the future, it is crucial to factor uncertainty into the equation. Planning During Times of Crisis Even in the wake of a disaster, it is important to make plans for the In fact, events like a pandemic highlight the need for advanced estate planning. This is the essence of estate planning, after all: when you cannot stop the worst-case scenario from To find out how advanced estate planning will help protect you and your family, call us at (281) 885-

  • 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.

  • Biggest Estate Planning Stories of 2020

    The lives of the rich and famous may not seem very relatable, but we can learn valuable lessons about planning In this blog, we’ll take a look at the biggest estate planning stories of the year so far and what we signed at the end of litigation over Fred Trump’s estate was too vague and likely related solely to financial If an estate plan is clear and well planned, messy litigation and family conflicts are far less likely What happened with Prince’s estate demonstrates why it is essential to plan while you are living.

  • Minimum Estate Planning After Having Kids

    While no one likes to think about the bad things that can happen in life, it is imperative to plan for Here are some of the minimum estate planning issues you should address once you have kids. A trustee will handle financial matters for your child in your place. If you are beginning the estate planning process or updating your plans to account for new children or even grandchildren, Your Legacy Legal Care offers comprehensive estate planning services.

  • The Technologies That Will Transform Estate Planning Forever

    The estate planning industry is constantly changing. Technological advances make it easier than ever for both estate planning attorneys and their clients The use of these new technologies will undoubtedly change the estate planning world for good – even as It has become standard to file an entire plan without ever touching a single piece of paper. These programs help to make the estate planning process more streamlined.

  • Inherited an IRA From a Parent? 4 Rules for Inherited Retirement Accounts

    the tax implications to making smart investment decisions, you need the help of an experienced estate planning Examples of these accounts include IRAs, 401(k)s, and pension plans. types of beneficiaries, and knowing how your relationship affects your choices is crucial in order to plan This can help you get a better picture of what your financial plan should be for the IRA funds. Getting help from an estate planning lawyer is essential when dealing with inherited IRA account funds

  • Recalibrating Your Estate Plans After a Move

    Getting clarification on these laws will help bring serious peace of mind, even if you do not plan to If you move south but still plan to list a friend based in New York as your executor, Florida probate Adding a new property to your estate plans helps keep it out of probate at the time of your death. Not sure how to begin adjusting your estate plans after a move? A meeting with a trusted estate planning attorney at Your Legacy Legal Care can clarify your options.

  • Common Bad Excuses For Putting Off Estate Planning

    and provide financial and health care decisions if you become incapacitated. 1. guardianship in the event you are incapacitated, you need: A valid statutory durable power of attorney for financial An estate plan can also provide for a minor child’s physical and financial care, avoid nasty custody As we have discussed above, estate planning is not just about a will. Estate planning can also provide for minor children, plan for your future medical decisions, and determine

  • Dangers of Using Generic Estate Planning Tools

    We have all seen the ads online for free or inexpensive estate planning. In this blog post, we will look at some of the problems that can pop up with DIY estate planning. An experienced estate planning attorney does not just draft documents. If you are beginning the estate planning process or are needing to update your plans, Your Legacy Legal Care offers comprehensive estate planning services to give you peace of mind.

  • 5 Reasons Why Putting Your House in a Trust is a Game-Changer

    In this article, our Houston estate planning attorneys will explore these benefits in more detail so If you have acquired any form of wealth, estate tax planning is an important aspect of sound financial planning. Work With an Experienced Estate Planning Attorney To Put Your House in a Trust When creating a trust By working with an experienced estate planning attorney at Your Legacy Legal Care , you can have peace

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