The Importance of Keeping Beneficiary Designations Updated: A Lesson from the Rolison Estate Case When it comes to estate planning, one of the most overlooked but critically important tasks is ensuring that your beneficiary designations are up to date. A recent case involving Procter & Gamble … [Read more...]
Estate Planning Strategies to Protect and Manage Your Mineral Rights Assets | Warren & Migliaccio
Planning for Mineral Rights in Estate Planning Properly planning for mineral rights is a critical component of estate planning, especially for landowners with significant mineral resources. These rights can greatly influence the value and management of an estate, making it essential to protect and … [Read more...]
What Are 3 Advantages of a Trust Over a Will?
Planning for the future can be a daunting task, but one thing is certain: it is essential. Thinking about what will happen to your hard-earned assets after you are gone can feel overwhelming. This is where estate planning tools like trusts and wills come into play. Choosing between a trust and a … [Read more...]
Don’t Let the Clock Run Out: Maximizing the Estate Tax and Lifetime Gifts Exemption | Warren & Migliaccio
Tax Relief and the Uncertain Fate of the Estate Tax and Lifetime Gifts Exemption In 2017, the Tax Cuts and Jobs Act (Tax Act) introduced various forms of tax relief, including a significant increase in the Estate Tax and Lifetime Gifts Exemption (Exemption). However, these tax cuts are set to expire … [Read more...]
The Executor’s Role and Choosing the Right Person
Choosing an executor for your estate, also known as a personal representative, is a crucial figure in the estate planning process. This individual is responsible for carrying out the wishes outlined in a will after the testator's (the person who created the will) death. This article will explain … [Read more...]
Living Wills and Medical Powers of Attorney
Living wills and medical powers of attorney are essential components of an estate plan. While often considered together, they serve distinct purposes in safeguarding your healthcare wishes. Understanding Living Wills A living will is a legal document that outlines your preferences regarding … [Read more...]
Pay Attention To Your Beneficiary Designations
It is important to note that sometimes assets, such as retirement accounts, life insurance policies, etc., could have different beneficiaries (aka, the people who will acquire that asset) than what you put in your will. These beneficiary designations are typically made when setting up financial … [Read more...]
Remarriage and Blended Families: Protecting Your Loved Ones through Estate Planning | Warren & Migliaccio
Remarriage and blended families are becoming increasingly common, especially here in Texas and across the United States. If you are considering remarriage, or already have a blended family, it is essential to have a comprehensive estate plan in place to protect the interests of all your loved … [Read more...]
Inheritance Planning Missteps: How to Steer Clear of Common Pitfalls – O’Drobinak & Nowaczyk, P.C. | Warren & Migliaccio
Inheritance planning is a critical task that ensures your assets are managed and distributed according to your wishes after your passing. However, it’s easy to fall into traps that could complicate or even undermine your intentions. Avoiding these common estate planning pitfalls is key to creating a … [Read more...]
Does a Spouse Automatically Inherit Everything in Texas?
When your spouse passes away in Texas, you might assume you'll automatically inherit everything. But the reality isn't always so straightforward. Various factors come into play, from community property laws to the existence (or absence) of a will. And let's be honest - navigating the legal … [Read more...]
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