Estate Planning Texas
Estate Planning Texas
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I have my Estate Plan in place - Now what?
You have your estate plan in place, but now what? Learn with Chris and Kristen what you need to do AFTER getting your documents in order!
www.longviewestateplan.com
มุมมอง: 26

วีดีโอ

My income is too high for Texas Medicaid - HELP!
มุมมอง 2921 วันที่ผ่านมา
Can you still receive Medicaid when your monthly income is over the limit? Yes you can! www.longviewestateplan.com
What is a Beneficiary?
มุมมอง 27หลายเดือนก่อน
What does it mean to be a beneficiary? How do you know if you are one? Let's talk about it today! Join Chris and Kristen to learn!
What is an Executor?
มุมมอง 31หลายเดือนก่อน
How do you become an Executor and what are the duties? Learn with Chris and Kristen! www.longviewestateplan.com
The 5 things you NEED to do before you die!
มุมมอง 60หลายเดือนก่อน
Join Chris and Kristen to learn about the 5 important steps you need to take before you die!
What to do with Minor Beneficiaries!
มุมมอง 775 หลายเดือนก่อน
What do you need to know when you have minor beneficiaries in your estate plan? Learn with Chris and Kristen! longviewestateplan.com
Should I get my house out of my name?
มุมมอง 1537 หลายเดือนก่อน
Have you heard that the Nursing Home or the State will take your house? Often we find folks think they need to get their house out of their name to protect - learn the answer with Chris and Kristen! www.longviewestateplan.com
My spouse needs Medicaid Long Term Care- how can I protect myself?
มุมมอง 1218 หลายเดือนก่อน
What happens if your spouse needs to stay long term at a skilled nursing facility? How do you protect your income, home and assets as the spouse? You can! Learn with Chris and Kristen and contact us at www.longviewestateplan.com for your personal review.
What happens if I die without a Will in Texas?
มุมมอง 1008 หลายเดือนก่อน
What happens if you die without a Will in Texas? Texas writes one for you! Learn about this unfortunate reality with Chris and Kristen and what you can do to avoid it! (HINT: Get your Will done!!) www.longviewestateplan.com
2024 Medicaid Eligibility Numbers
มุมมอง 4548 หลายเดือนก่อน
Join Chris and Kristen for updated 2024 Texas Medicaid eligibility information!
New requirements for business in 2024! Corporate Transparency Act
มุมมอง 738 หลายเดือนก่อน
Do you have an LLC, Corporation or any entity filed with the Secretary of State? You have NEW reporting requirements with the Corporate Transparency Act effective January 1, 2024. Fin Cen ID Link: fincenid.fincen.gov/landing File BOI Report: boiefiling.fincen.gov/
What happens to my Facebook when I die? Google? Apple?
มุมมอง 929 หลายเดือนก่อน
Ever wonder what happens to your online accounts when you die? Facebook? Google? Apple? Join Chris and Kristen to discuss how to best set yourself and your loved ones up to handle these accounts!
Holiday Edition! Do your Parents have Wills??
มุมมอง 569 หลายเดือนก่อน
Do your parents have their Wills done? Most of us don't know! Here's some helpful tips of ways to start that conversation (even during the holidays!) and the information that you most need to make sure their wishes are carried out.
Do you need the Original Will? YES!
มุมมอง 2710 หลายเดือนก่อน
What happens when you cannot locate the Original Will? Find out with Chris and Kristen! www.longviewestateplan.com
What to do when a Love One dies: a Practical Guide
มุมมอง 5910 หลายเดือนก่อน
Learn some practical advice on steps to take when a loved one dies with Chris and Kristen! www.longviewestateplan.com
What is a Ladybird Deed? Yes, no, maybe?
มุมมอง 30311 หลายเดือนก่อน
What is a Ladybird Deed? Yes, no, maybe?
How to Avoid Medicaid Estate Recovery (MERP)
มุมมอง 91611 หลายเดือนก่อน
How to Avoid Medicaid Estate Recovery (MERP)
Avoid this mistake! Do not list a minor beneficiary!
มุมมอง 2611 หลายเดือนก่อน
Avoid this mistake! Do not list a minor beneficiary!
What is Guardianship?
มุมมอง 6211 หลายเดือนก่อน
What is Guardianship?
How to Avoid Guardianship!
มุมมอง 2011 หลายเดือนก่อน
How to Avoid Guardianship!
What is a Revocable Family Living Trust?
มุมมอง 30911 หลายเดือนก่อน
What is a Revocable Family Living Trust?
What is Probate? How do I get Letters Testamentary?
มุมมอง 91ปีที่แล้ว
What is Probate? How do I get Letters Testamentary?
Mom needs Skilled Nursing: Will Medicaid pay?
มุมมอง 72ปีที่แล้ว
Mom needs Skilled Nursing: Will Medicaid pay?
Planning for a Child with Disability: Special Needs Trust
มุมมอง 24ปีที่แล้ว
Planning for a Child with Disability: Special Needs Trust
My spouse has kids before our marriage: What happens when my spouse dies?
มุมมอง 68ปีที่แล้ว
My spouse has kids before our marriage: What happens when my spouse dies?
Handwritten Holographic Will in Texas
มุมมอง 335ปีที่แล้ว
Handwritten Holographic Will in Texas
Do I have to notarize my Will in Texas?
มุมมอง 59ปีที่แล้ว
Do I have to notarize my Will in Texas?
How should I own my bank account?
มุมมอง 200ปีที่แล้ว
How should I own my bank account?
Meeting with an Estate Planning Attorney: What to Expect
มุมมอง 645ปีที่แล้ว
Meeting with an Estate Planning Attorney: What to Expect

ความคิดเห็น

  • @Theblistaknight
    @Theblistaknight 9 วันที่ผ่านมา

    on the paper im reading for texas merp it says as long as spouse is alive they wont ask for money back like from provider care services? is this true?

    • @EstatePlanningTexas
      @EstatePlanningTexas 8 วันที่ผ่านมา

      MERP waives their claim if there is a surviving spouse - it is an exemption you can apply for.

  • @wanderinghome9979
    @wanderinghome9979 25 วันที่ผ่านมา

    We do not have family that could even maybe do this….whew!!

  • @wanderinghome9979
    @wanderinghome9979 26 วันที่ผ่านมา

    This is a really useful video! Thank you!

  • @jessicaking8950
    @jessicaking8950 หลายเดือนก่อน

    What is the process if a named executor refuses to speak with an attorney to get the probate process started? Can one of the alternate named executors begin the process if it's been more than a year since the death of the loved one?

  • @MamiesMarketplace
    @MamiesMarketplace หลายเดือนก่อน

    What about Medicaid Estate Recovery? After death, won’t they take the money from the value of assets?

    • @EstatePlanningTexas
      @EstatePlanningTexas หลายเดือนก่อน

      @@MamiesMarketplace not if you correctly plan for it! Please check out our video on MERP

  • @billybaloneey7635
    @billybaloneey7635 5 หลายเดือนก่อน

    Great info. Is an annuity with a beneficiary treated the same way as an IRA in the eyes of Medicaid?

    • @EstatePlanningTexas
      @EstatePlanningTexas 5 หลายเดือนก่อน

      Hey Billy! A Qualified Annuity would be! A non-qualified annuity would be a countable asset. So just depends if the annuity is before tax (retirement) or after tax.

    • @crimwil
      @crimwil หลายเดือนก่อน

      Hi What happens to the vehicle of a married couple that was separated ? It’s an older vehicle that he signed over to his nephew when the doctor told him he could no longer drive .

  • @kiddo_kids_craft_Crew
    @kiddo_kids_craft_Crew 8 หลายเดือนก่อน

    friend I want to talk a important topic about your channel how can I contact you

  • @tomwhite716
    @tomwhite716 8 หลายเดือนก่อน

    Don’t!!

  • @bobbiemauk1879
    @bobbiemauk1879 9 หลายเดือนก่อน

    What a great subject I didn't even think of this.

  • @bobbiemauk1879
    @bobbiemauk1879 9 หลายเดือนก่อน

    Great video! I have learned so much from all your videos. Thank you for putting together our living trust so quickly. Almost married 50 years and never planned our estate till last month. We talked altogether with our 4 grown children about our trust at Thanksgiving. It went great. We'll update at Christmas what we have placed in the trust so far. Keep up this good service.

  • @jacobdodd7083
    @jacobdodd7083 10 หลายเดือนก่อน

    Thank y’all for doing this show! Love the information!

  • @kaykozlowski468
    @kaykozlowski468 11 หลายเดือนก่อน

    This is a great resource! We are in the process of doing our estate planning to make things as easy as possible for the surviving spouse and then our kids. Thanks for this helpful guide.

  • @tubeyou101x
    @tubeyou101x ปีที่แล้ว

    Hi! Single Houston Texas mom to a 12 year old child interested in buying a new house on my own (without a spouse) and putting my house in a trust and name my child as beneficiary. Looking to create premarital agreement and get married to new spouse after purchase of the house. Question: 1. If I die first, would my spouse have right to live in the house under the surviving spouse homestead rights? Considering that the house is under ownership of a trust? 2. Is there a provision eg. In prenup, to sign an agreement to waive survival spouse Homestead rights, given that it’s a constitutional right for the surviving spouse? 3. What must I do to ensure that my son will have 100% ownership of the house and free to sell or put it out for rental incase I die before my spouse?

    • @EstatePlanningTexas
      @EstatePlanningTexas ปีที่แล้ว

      Thanks for the comment! A Trust may be a good idea but a surviving spouse would still have the right to stay in the home. A marital agreement with spouse waiving that right is the solution and may be paired with other estate plans efficiently (like a trust).

    • @tubeyou101x
      @tubeyou101x ปีที่แล้ว

      @@EstatePlanningTexasthank you! I have received conflicting information from different attorneys. My partner is happy to waive this right himself anytime as long as he gets to marry me. He is capable of working in renting an apartment or even buying a home. But I just like my home because it’s better and worth half a million dollars. Some lawyers say the homestead right is never waivable even with premarital agreement. Another said all that’s needed is a will. Another said since a trust has different ownership, it will not be considered my property, and in fact, will help to execute a lease to live in after a trust has been established in the house has been put in the trust . I have found about three documents stating that it is waivable. I read a case where a trial court upheld the premarital, the widow appealed, and won in court of appeal, but Texas Supreme Court reversed the court of appeal decision, and ruled that the homestead right had been waived. But this was in 1978 😊ttu-ir.tdl.org/bitstream/handle/2346/85157/16_10TexTechLRev202(1978-1979).pdf?sequence=1

  • @bcase5328
    @bcase5328 ปีที่แล้ว

    Sometimes at a time of stress, it may be better to have someone able and trustworthy name in roles, who isn't a close family member (nor beneficiary). It is a good idea to review your documents yearly to every five years. Things change. People die. People move. Phone numbers change. Children are born. I would suggest getting a fire resistant safe to store your will within. Please don't store your will in a safety deposit box.

  • @jsmuehl1
    @jsmuehl1 ปีที่แล้ว

    thank you for the information and the reminders.

  • @kaykozlowski468
    @kaykozlowski468 ปีที่แล้ว

    Great information! Thanks for your channel. We live in Texas and are nearIng retirement and trying to figure out how to take care of things so our adult children aren’t burdened. Looking forward to more of your content!

  • @jimmthy05
    @jimmthy05 ปีที่แล้ว

    Super informative, thanks Chris and Kristen!