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October 2017 Archives

The Difference Between Estate Planning and Retirement Planning

Whether you are young, middle aged, or older, you should seriously be planning for your future. Most people know that they do not want to work forever. Many of the same people have loved ones that they would like to make sure are taken care of upon their death and/or incapacitation. Though they may want to provide for their retirement as well as for their loved ones, the truth is, many people do not know the difference between estate planning and retirement planning. It is also an unfortunate truth that many people are struggling with the decisions that both estate planning and retirement planning may require. When this is the case, it is invaluable to understand the difference between the two as well as to reach out to an experienced Texas estate planning attorney to help navigate through the challenges involved.

Estate Planning for Blended Families

According to Pew Research Study, more than four out of 10 people are a part of a blended family. Blended families are common in today's society and often, each party brings additional children into the relationship and may also have their own children together. Most people believe that because they are married and have become a blended family, that the children will be accounted for in the unfortunate event of death or incapacitation of one of the spouses. Though logical, this is not always the case, and without a detailed estate plan, your blended family and the children within it can suffer financially. Because of this, it is invaluable for blended families to seek legal advice when planning your estate. If you or a loved one is interested in planning your estate, contact an experienced Texas estate planning attorney to help.

New Rule Applicable to Special Needs Trusts

A Special Needs Trust (sometimes referred to as a Supplemental Needs Trust) is a useful tool that allows individuals with disabilities to have a beneficial interest in assets without losing their ability to receive certain types of government aid, such as Medicaid and Supplemental Security Income (SSI). The statutory framework for Special Needs Trusts was created over two decades ago in the Omnibus Reconciliation Act of 1993 (OBRA-1993).

Asset Protection in Texas

Protecting your assets from creditors and lawsuits is very important. If you are a resident of Texas, however, consider yourself fortunate, for the state's laws regarding asset protection are among the most favorable in the nation.

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