Why Have a Power of Attorney?
Jan 18, 2016
A Power of Attorney (POA) is one of the most commonly used estate planning documents because of the flexibility a POA offers. A wide variety of estate planning goals and objectives can be furthered us...
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I Was Appointed Trustee of a Trust Created By My Deceased Uncle. What Do I Do Now?
Jan 12, 2016
Following the death of an individual there are typically a number of practical and legal issues that must be handled. At the top of that list is the disposition of the decedent’s estate assets. Usuall...
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Does a Trust Protect My Assets from a Nursing Home?
Dec 28, 2015
By including long-term care planning and Medicaid planning in your estate plan you can avoid putting your assets at risk. Creating the right type of trust may shelter some of your assets from the reac...
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Do I Have to Name a Particular Funeral Home Now?
Dec 19, 2015
No. Final arrangements or burial arrangements are often handled after there is a death. More times than not, however, this is the worst time for survivors to make those decisions. The best planning...
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How to Start a Discussion about Your Estate Plan
Dec 05, 2015
For most people, sitting down and creating an estate plan is not easy because it requires contemplating your own incapacity or death. For loved ones, it is equally difficult to hear what you have to...
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Establishing a Trust Agreement
Nov 28, 2015
All trusts share the same basic elements. A trust is a legal agreement whereby you (the “Trustor” or “Maker”) agree to place assets under the control of another person or entity (the “Trustee”) to be...
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What Are the Formal Requirements for a Will in Texas?
Nov 14, 2015
Occasionally, a decedent’s Last Will and Testament is challenged through a Will contest which must allege that the Will admitted to probate is not valid for one reason or another. To be certain your W...
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Do You Have a Will?
Nov 07, 2015
When you die your estate will likely need to go through probate. During the probate process your assets are identified, valued, and ultimately transferred to the intended beneficiary if you died testa...
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Tax Consequences of Your Estate Plan
Oct 31, 2015
When creating a comprehensive estate plan one concern is the tax consequences of your plan. Not only should you consider the tax implications for your estate, but also the tax implications of gifts yo...
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Assets in a Trust Agreement
Oct 24, 2015
A trust agreement allows you (the “Trustor”) to appoint a Trustee who will manage and invest assets for you that are intended for the benefit of a third party or parties (the “beneficiaries”). Trusts...
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