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454 items found for "trusts and estates"

  • Be Organized and Ready When Meeting With Your Houston Trust and Estates Attorney

    Estate planning does not have to be a long, complicated process. Before you meet with a Houston Trust and Estates attorney there are certain documents you may want to this completed, the sooner your estate plan will be finalized. A Houston Trust and Estates attorney can help you narrow down candidates, but at the end of the day those #estateplanning #Houstonestatesandtrustsattorney #Trusts

  • What Are the Advantages of A Retirement Trust?

    Simply put, a trust is an estate planning tool that lets you set aside funds for certain beneficiaries The best way to set up a retirement trust is by meeting with an attorney that specializes in estate planning Since every situation and every individual is different, the insight from an estate-planning attorney When planning for your future, the best thing you can do is rely on the expertise of estate planning Since trusts can be manipulated to fit your individual needs, together with an estate planning attorney

  • Houston Will and Trust Lawyer Offers a Checklist for Trustees

    If you have been asked to serve as trustee for someone’s trust, it is your responsibility to successfully Read the trust- The trust will have all the information you need to carry out the wishes of your loved estate. and you will want to keep track of them in a checking account that is solely used for purposes of the estate that you should not borrow money or lend money to anyone from the trust.

  • Legal Lingo: What’s The Difference Between A Revocable And An Irrevocable Trust?

    We go out of our way to ensure that our clients understand their estate plans, so they can be sure their The price of this flexibility is that items in a revocable trust remain part of your estate and can, Irrevocable and Unchangeable  If you are eager to minimize your taxable estate or protect assets, an the trust creator’s estate, so it typically does not tax them. Trust Us If you have questions about the different types of trust, or any other estate planning topic

  • The 4 Most Common Types of Trusts and Their Benefits

    In this article, we will explore the four most common types of trusts in estate planning: revocable living may or not be considered part of your estate. Estate tax savings: By removing assets from your estate, you may be able to reduce or eliminate estate Choosing the Right Type of Trust for Your Estate Planning Goals There are many types of trusts. trusts may offer more favorable tax treatment by removing assets from your taxable estate.


    One of the most enjoyable parts of being a Harris County estate lawyer is helping clients set up trusts The fact that estate planning lawyers are a part of it is almost a bonus to the job. A “directed trustee” is chosen to look after the trust according to specific instructions from you. By having your estate planning lawyer include directions for a directed trustee, you can mitigate some directed trustee and others involved with the trust.

  • An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts

    that you speak with a qualified estate planning attorney and explore the benefits of establishing an trust.” Your estate planning attorney can help you decide if the trust should be a conduit or an accumulation trust. Again, work with a qualified estate attorney to create a sound action plan based on your personal situation

  • Pros and Cons of Wills and Living Trusts | Harris County Will and Trust Lawyer

    As a Harris County will and trust lawyer, I realize that those of us in the estate planning industry In fact, even the words “estate planning” can confuse people by making seem like you only need to plan if you have a large estateestate planning terms that you will hear more than any other; trust and will .  Creditors can only bring claims against your estate for a certain period of time.

  • How to Create a Living Trust in 5 Simple Steps

    How to Create a Living Trust in 5 Simple Steps Estate planning conversations often circle back to that While Texas does not have a state estate or inheritance tax, you could still face federal estate taxes Common assets placed into Texas living trusts: House and other real estate. Execute new deed paperwork to transfer real estate into the trust. your estate.

  • How Do Special Needs Trusts (SNT) Work?

    Types of Special Needs Trusts There are three standard special needs trusts in estate planning. However, these trusts have one drawback – under certain circumstances, the beneficiary’s estate may need requires the help of a special needs estate planning attorney to ensure public benefits are maintained A Texas estate planning attorney can help you with accounting and funding compliance issues. Partnering with reliable Texas estate planning attorneys allows for creating strong, compliant, and effective

  • The Benefits of a Revocable Living Trust

    A revocable living trust is a popular estate planning tool that offers several benefits over traditional Learn more about the benefits of a revocable living trust, how it can help individuals plan their estate estate planning attorney. Working with an experienced estate planning attorney can help you ensure that your trust is drafted properly is your best estate planning document.

  • The Perks of Putting Property in a Trust

    Trusts maintain complete privacy over your property and estate plans. However, property transferred via a trust is not part of the probate estate. Trusts help avoid bitter family fights over the estate. 6. The most common voluntary trusts for real estate are revocable trusts, irrevocable, testamentary, and estate.

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