Leaving a meaningful legacy for your heirs and beneficiaries takes planning. Inheritances are generally a direct result of a lifetime of savings and careful spending. But if you have been to the store lately or started the process of making a big purchase, you have probably noticed a sharp increase in prices. It appears our […]
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A thoughtfully created estate plan is key to reducing challenges by family members or other outside influences. Below are 10 strategies to discuss and implement with your estate planning attorney that could potentially reduce challenges to your estate plan and create a more meaningful legacy for your beneficiaries. 1. DONโT PROCRASTINATE! If you wait to
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What are Survivors Benefits: A Brief History Economic insecurity was a social issue our nation addressed over 80 years ago with the enactment of the Social Security Act in 1935. What most people don’t realize is that the Act also provides survivors benefits: spouses, children, and dependent parents of a deceased worker can receive survivors
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Can I estate plan to avoid probate? In short, yes, there are some ways to exclude assets from probate. What is Probate? Probate refers to the legal process for distributing the assets of a deceased person, and often requires the assistance of an attorney and a court proceeding. Not only does probate come with a
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Is there a Right Time to Estate Plan? Absolutely. When it comes to estate planning, there is no time like the present. Illness, death, and taxes are some of the few certainties about life and are also good reasons to think about estate planning. The problem is that there is usually no known timeline for
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And what you need to know about a Living Will during the COVID-19 pandemic. When you are admitted to the hospital for treatment, you will be asked if you have any estate planning documents like a “Living Will”. In Texas, we call this document a “Directive to Physicians and Family or Surrogates” (or “Advance Medical
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