Enjoying Every Moment: How Estate Planning Can Enhance Your Retirement Experience
Unless I win the lottery tomorrow, I’m not particularly close to retirement. I’m not putting much thought into how I’ll be spending my Golden Years, considering long cruises in the Caribbean, or contemplating a move to the Villages or Sun City anytime soon. I normally wouldn’t be thinking about Alzheimer’s, dementia care, or the effects […]
What are GRATs?
This is another interesting and unusual trust type for you – the GRAT! Grantor Retained Annuity Trusts provide a fantastic example of the flexibility of trusts as estate and legacy planning tools. Although the Revocable Living Trust (RLT) is still the most common trust in the context of estate and legacy planning, GRATs demonstrate […]
Have you heard of a “rabbi” trust?
Did somebody say “rabbit” trust? Let’s talk about an interesting type of trust – the “rabbi” trust. Named for their originator, a rabbi and his congregation, these trusts are occasionally used by employers to provide key employees with compensation in an irrevocable package. In essence, rabbi trusts are a type of irrevocable trust. […]
Quick Guide to Probate
What is probate? Why does it matter in estate and legacy planning? Could you use a quick guide to probate in an easy-to-follow video primer? This short video explains the basic steps in a Texas probate. At its most fundamental level, probate is the process of determining who will carry out your wishes, what you […]
Our Efforts to End Alzheimer’s
The Slaton Schauer Law Firm, PLLC is proud to announce that we’re joining the fight to end Alzheimer’s! Andrew is participating in the Austin, Texas 2023 Walk to End Alzheimer’s®. We’re raising funds and awareness for Alzheimer’s care, support, and research. Join our efforts to end Alzheimer’s® once and for all. If you’d like to […]
What It Means to Disclaim
Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client.
Can Estate Planning Help to Prevent Elder Abuse?
As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article explores how a solid estate plan can help protect the elderly from becoming victims. Read on to learn more.
Could Using Specific Bequests Cost Beneficiaries?
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to learn more.