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Texas Estate Planning Tip Sheet

Posted by & filed under Estate Planning, Incapacity Planning, Legacy Planning, Probate, Retirement Planning, Trusts, Wills.

Tip 1. Your estate is what you leave behind after you die. Everyone has an estate. Whether you are wealthy, old, young, a parent, single, or anything else, you have, or more specifically will have, an estate. Your estate is simply the collection of possessions, money, and other property you leave behind after you die,… Read more »

What Is a TOD or POD Account?

Posted by & filed under Estate Planning, Probate.

There are numerous different ways that you can arrange for assets to be transferred to your loved ones after you pass away. In truth, the best way to decide would be to discuss everything with an estate planning attorney. There is no reason to expect a layperson to understand all the options that are out… Read more »

What Is an Incentive Trust?

Posted by & filed under Estate Planning, Legacy Planning, Revocable Living Trusts, Trusts, Wills.

When you are planning your estate, passing along resources directly with no strings attached can be perfectly acceptable for some established people on your inheritance list. At the same time, there could be people in the family who could use some guidance. Under these circumstances, you could consider the creation of an incentive trust. With… Read more »

Can You Use an IRA for Estate Planning Purposes?

Posted by & filed under Estate Planning, Retirement Planning.

An individual retirement account can provide a valuable nest egg during your senior years. However, under certain circumstances, an IRA can also be useful from an estate planning perspective. Essentially, there are two different types of individual retirement accounts: traditional IRAs, and Roth individual retirement accounts. There are some similarities between them, but there are… Read more »

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