Top 5 Types of Trusts

Once regarded as an estate planning tool for only the ultra-rich, trusts have gained popularity among Texans of varied social and economic standing. There are many different types of trusts, each providing various advantages. Texas estate planning attorneys regularly help clients of all circumstances determine which type of trust will best meet their...
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HIPAA Issues in Estate Planning

Congress intended the Health Insurance Portability and Accountability Act (HIPAA) of 1996 to protect people from invasions of their privacy about their medical records. Unfortunately, the well-intentioned legislation created HIPAA issues in estate planning. A Texas estate planning attorney can explain these problems and craft an estate plan that will meet your needs...
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What Is the Purpose of Estate Planning?

Many people assume that the only purpose of estate planning is to decide who receives their property after their death. However, there is much more to it than choosing heirs to receive your property. Comprehensive estate planning can include incapacitation planning, asset protection, and tax planning. Contact a Texas estate planning attorney if...
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Strategies for High-Net-Worth Estate Planning

The goals for an estate plan of any size are typically protecting assets for heirs, avoiding the probate process whenever possible, providing for loved ones, charitable giving, and avoiding estate and gift taxes. High-net-worth estate planning poses several challenges for an individual. However, working with a Texas estate planning attorney to develop a...
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5 Estate Planning Steps for Newlyweds

It’s a good practice to review your estate plan after a major life event, including marriage. Newlyweds who have estate plans when they get married should review those plans to ensure that the plans still reflect their desires now that they are married. For newlyweds who do not have an estate plan, working with...
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