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    • Speaker Connection
  • How We Can Help
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    • Elder Law & Medicaid Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
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      • Probate & Trust Administration
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      • How to Know if You Need Extra Help With Your Grieving
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Regina Slaton Schauer

You are here: Home / Archives for Regina Slaton Schauer

IRAs and Inheritances

June 30, 2022 //  by Regina Slaton Schauer

How did the SECURE Act change regulations around IRAs (Individual Retirement Accounts)? In this article we will give you a broad look at IRAs, as well as an explanation of some of the changes made by the SECURE Act. Read on for more! Traditional Individual Retirement Accounts The defining feature of a traditional IRA is …

IRAs and InheritancesRead More

You Should Use a Living Trust If… (5 reasons)

June 29, 2022 //  by Regina Slaton Schauer

When should you use a trust instead of a will? Let’s examine the objectives we can address if you utilize the right trust as the centerpiece of your estate plan! 1) You Value Your Privacy We’re all safety-conscious when it comes to financial information. There are many reasons we don’t want the entire world to …

You Should Use a Living Trust If… (5 reasons)Read More

Don’t Let the State Plan Your Estate!

June 23, 2022 //  by Regina Slaton Schauer

Some people think that the government will take care of everything if they die without an estate plan. Many of these individuals intend to make some type of strategy at some nebulous point in the future, but they keep pushing it off because there isn’t a feeling of immediacy. After all, it doesn’t have to …

Don’t Let the State Plan Your Estate!Read More

What to do When Will Contests Terrorize You

June 22, 2022 //  by Regina Slaton Schauer

Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to what happens when that beneficiary or any other tries to have the estate plan or portions thereof overturned. An “in terrorem” or “no contest” clause usually acts as a deterrent to such beneficiaries by completing divesting them of their inheritance should they choose to initiate a lawsuit

What to do When Will Contests Terrorize YouRead More

Why Use a Trust?

June 15, 2022 //  by Regina Slaton Schauer

Most people think of a will as the “right” estate planning document. After all, we’re all familiar with wills. They appear in movies, television shows, and even novels. You may have one yourself. It has been our experience that people are less familiar with trusts. Who uses a trust for estate planning? What does a …

Why Use a Trust?Read More

Trust or Will?

May 6, 2022 //  by Regina Slaton Schauer

Many people think that trusts are only for the ultra-wealthy. It has been our experience that most people think wills are “easier” than trusts to create and manage unless their family has complex requests or lots of property. In practice, we have found some very good reasons why everyday people may prefer a trust over …

Trust or Will?Read More

Does Medicare Cover Nursing Home Care?

May 7, 2021 //  by Regina Slaton Schauer

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, …

Does Medicare Cover Nursing Home Care?Read More

Why Do People Avoid Probate?

May 7, 2021 //  by Regina Slaton Schauer

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, …

Why Do People Avoid Probate?Read More

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