You probably feel a sense of confidence about your health care insurance situation during your senior years. Medicare will be a solid source coverage, but there are out-of-pocket expenses that you have to cover yourself. These would include premiums, deductibles, and co-insurance, but if you plan ahead for retirement effectively, they should be manageable. However, …
Why Do People Avoid Probate?
Probate is a legal process that can be initiated when an estate is being administered. In Texas, a small estate can avoid probate through the use of a simple affidavit or a simplified probate procedure. Independent administration is another alternative to the full probate process. When an estate is going through the actual probate procedure, …
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw up documents to accomplish it. Read on to learn more.
Tax Changes With New Administration?
This is information many of you have been asking about. I thought you might like to hear the words of one of the most respected national leaders in Estate Planning law regarding what he anticipates. Biden Administration Could Reduce Estate Tax Exclusion January 12, 2021 by Steve Hartnett The estate tax exclusion is the amount you can …
What the 2020 Election Could Mean for Your Estate Plan
The following article by Steve Harnett is a good article by one of most prominent national leaders in estate planning. I am going to start posting articles written by him often in an effort to keep all of my clients as current and educated as possible on important topics related to estate planning. Please let …
What the 2020 Election Could Mean for Your Estate PlanRead More
Hospital – What to Pack When Family Can’t Visit
Bottom Line: In case of hospitalization … By Regina Schauer and Cheryl K. David Much of this was originally written by Cheryl K David after one of our other attorney friends’ wife came down with the virus. (His wife is now off the ventilator and seems to be recovering!) I have modified the original article …