The Cycle Continues Your adult children — one of the first generations to benefit from Section 529 plans — are saving for their kids’ college educations through 529 accounts of their own. Did you know that parents aren’t the only ones who can establish 529 plan accounts? As a grandparent, you can … [Read more...]
Importance of Beneficiary Designations in Estate Planning | Warren & Migliaccio
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...]
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...]
Courts Allowing More Flexible Trust Amendments | Estate Planning in New Hampshire & Massachusetts | Warren & Migliaccio
As much as I enjoy writing about celebrity Estate Planning gone wrong, and less often, right, occasionally, a court opinion catches my attention. That’s particularly true when the decision will have lasting implications for Estate Planning. This blog returns to the basic lessons about amending a … [Read more...]
How Adult Guardianship Can Go Wrong | Estate Planning in New Hampshire & Massachusetts | Warren & Migliaccio
As the population ages, the number of seniors who cannot safely make financial decisions and/or care for themselves increases. When an adult needs someone to help make personal and/or financial decisions, adult guardianship can be a solution. Adult guardianship, however, gives the guardian … [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...]
3 Ways to Leave Your House to Love Ones In Texas
When you develop your estate plan, you will likely come across the question, "How do I leave my house to someone when I die?" In Texas, there are a few effective methods for leaving your house to your family or loved ones after your passing. The best option for you will depend on your circumstances, … [Read more...]
HIPAA Authorization for Parents of a College Student in Texas
When your child heads off to college, it is a time of significant change for both of you. As they enter adulthood, you might not realize that your ability to help them in times of need changes, too, especially regarding their medical information. In Texas, turning 18 means your child is legally an … [Read more...]
What Legal Documents Should an 18-Year-Old Have in Texas?
When you turn 18, you legally become an adult in Texas. With this major milestone, you gain new freedoms and responsibilities. Suddenly, you can vote, marry, open your own bank account, sign contracts, and enlist in the military. You are also legally independent from your parents. This means they … [Read more...]
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