Houston, TX
Estate planning Lawyer at Houston, TX
Practice Areas: Estate Planning, Contracts & Agreements ... +2 more
Creating an estate plan can be more than simply devising a roadmap for the distribution of property after death. With a legacy wealth plan, you can incorporate your legacy into your estate plan, there...
See Full GuideIncapacity is not limited to the elderly who suffer from age-related dementia diseases. We all try to ignore the possibility, but the truth is that incapacity could strike anyone at any time. A trag...
See Full GuideThe Generation Skipping Tax (GST) imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to relat...
See Full GuideIf you are fortunate enough to have a sizeable estate to leave behind when you die, then one of your biggest decisions is how much to leave your children. There is no easy answer for such an important...
See Full GuideIt depends, one of the primary purposes of creating an estate plan is to ensure that estate assets are passed on to the people to whom you intend them to be passed to upon your death, and with a minim...
See Full GuideIn the context of this article, stretching your IRA refers to retitling an inherited IRA so that you can continue receiving payments over the course of your lifetime. Better yet, with smart planning a...
See Full GuideEstate planning today typically involves much more than just executing a Last Will and Testament. One common addition to an estate plan is a trust. The amount of time it takes to set up a trust depend...
See Full GuideDeciding who to appoint as the trustee of a trust has a significant effect on the success, or failure, of the trust. People often appoint a family member or close friend to be the trustee. There are...
See Full GuideTrusts are often used to preserve and protect assets for a minor until the minor reaches the age of majority. When a trust is used for this purpose the trust may include “Crummey powers” to ensure tha...
See Full GuideA concern that people have when considering a living trust is continued control over property transferred into the trust. If you create the right type of living trust, you will have continued control...
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