Fighting the Digital Battle: Gaining Account Access by Fiduciaries Can Be Daunting
Legal Talk Texas
by Virginia Hammerle
21h ago
Mary, your little sister, names you as her agent under her financial power of attorney. Two years later she has an incapacitating stroke. You have to immediately swing into action to manage her finances. When you start looking for papers in her desk so you can pay her bills, you realize two things. First, Mary […] The post Fighting the Digital Battle: Gaining Account Access by Fiduciaries Can Be Daunting appeared first on Hammerle Finley Law Firm ..read more
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Trust vs. Will: 7 Reasons Why a Trust May Be Right for You
Legal Talk Texas
by Virginia Hammerle
1w ago
It all comes down to this: Are you trust-worthy? That is the crux of the matter, isn’t it? Are you trust-worthy, or should you just go with a simple will for your estate plan? Let’s play the game and see where you finish. We will look at 7 different questions. 1. Do you need a […] The post Trust vs. Will: 7 Reasons Why a Trust May Be Right for You appeared first on Hammerle Finley Law Firm ..read more
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Dementia and Guns: Plan Now to Protect Later
Legal Talk Texas
by Virginia Hammerle
2w ago
You plan a lot of things. You plan for medical expenses by purchasing health insurance. You plan for incapacity when you sign powers of attorney. You plan for an orderly transition of your estate when you execute a will. But do you have a plan in place for your firearms? Planning for Your Firearms Matters […] The post Dementia and Guns: Plan Now to Protect Later appeared first on Hammerle Finley Law Firm ..read more
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The Importance of Organizing for Estate Planning
Legal Talk Texas
by Kendra Rey
2w ago
No matter the time of year, we are all concerned with sprucing up and organizing our houses. But what about tidying your “legal house?”  Here are some ways organizing your house now can benefit your loved ones in the future.  1. Clean Out Your Clutter Cleaning out your closets can benefit more than just your […] The post The Importance of Organizing for Estate Planning appeared first on Hammerle Finley Law Firm ..read more
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The Great Wealth Transfer: An Inheritance May Be Coming Your Way Soon
Legal Talk Texas
by Virginia Hammerle
3w ago
It might seem crass to measure a memory with money, but millions of us may soon have that opportunity. Why?   Baby Boomers are dying off, and an estimated 40% of them do not have a will. Another 20% of U.S. adults 50 years or older do not have children.  That means a lot of distant […] The post The Great Wealth Transfer: An Inheritance May Be Coming Your Way Soon appeared first on Hammerle Finley Law Firm ..read more
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Retirement Plans are Complicated: SECURE Act and SECURE 2.0 Act Did Not Help
Legal Talk Texas
by Virginia Hammerle
3w ago
Here are the IRA rules in a nutshell: save and then withdraw.  Let’s do a shallow dive into the specifics.   We spend all of our working years scrimping and saving so when that magic day comes, we can start spending on our retirement. Your friendly federal government encourages this by deferring taxes on our saved […] The post Retirement Plans are Complicated: SECURE Act and SECURE 2.0 Act Did Not Help appeared first on Hammerle Finley Law Firm ..read more
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The Top 10 Things to Look For in An Auto Policy in Texas
Legal Talk Texas
by Virginia Hammerle
1M ago
You are driving down I-35E when a car in the right lane sideswipes you and sends you careening into traffic in the left lane.  Now that’s a bad day. You pull out your phone and make your first call to whoever is your crisis relative/friend. Your second call? That, of course, is to your insurance […] The post The Top 10 Things to Look For in An Auto Policy in Texas appeared first on Hammerle Finley Law Firm ..read more
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A New Trust In Town
Legal Talk Texas
by Virginia Hammerle
1M ago
There’s a new type of trust on the scene in Texas: the Noncharitable Trust Without Ascertainable Beneficiary. That’s a mouthful that most people will not know what to do with. But this new type of trust could be really interesting to some folks.  Trust Law Essentials First, understand why this kind of trust is so […] The post A New Trust In Town appeared first on Hammerle Finley Law Firm ..read more
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Terrorized By a Clause: The Texas No-Contest Clause Should Lead to Caution
Legal Talk Texas
by Virginia Hammerle
1M ago
Who should be afraid of an in terrorem clause?  You, that’s who.  What is an In Terrorem Clause? An in terrorem clause is a no-contest, or forfeiture, clause often found in wills. Although the wording may vary, the typical wording provides that a beneficiary who challenges or disputes the validity of the will is disinherited.  […] The post Terrorized By a Clause: The Texas No-Contest Clause Should Lead to Caution appeared first on Hammerle Finley Law Firm ..read more
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Heard it Through the Grapevine: Wrong Information About Estate Planning is Worse Than No Information
Legal Talk Texas
by Robert Morris
1M ago
Mark Twain may have said it best: “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” How do most people know something for sure? They hear it from their next-door neighbor, barber, dentist, and Facebook community, of course. The trouble is most of […] The post Heard it Through the Grapevine: Wrong Information About Estate Planning is Worse Than No Information appeared first on Hammerle Finley Law Firm ..read more
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