Six Things to Consider Before Making Gifts to Grandchildren

The Law Firm of Smith & SmithEstate Planning News

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

Execute a Power of Attorney Before It's Too Late

The Law Firm of Smith & SmithEstate Planning News

A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

The Law Firm of Smith & SmithEstate Planning News

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?

Aging Drivers and the Law

The Law Firm of Smith & SmithEstate Planning News

For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can become more difficult and more dangerous.

Hospitals Now Must Provide Notice About Observation Status

The Law Firm of Smith & SmithEstate Planning News

All hospitals must now give Medicare recipients notice when they have not been admitted but are merely under “observation” status. The notice requirement is part of a law enacted in 2015 but that just took effect.

Four Provisions People Forget to Include in Their Estate Plan

The Law Firm of Smith & SmithEstate Planning News

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.

New Book Offers Guidance Through the Medicare Maze

The Law Firm of Smith & SmithEstate Planning News

The Medicare program has become quite complex over the years.  Running afoul of its sometimes arcane rules can be expensive, and expert guidance is almost essential.  

Study Finds That Social Security Workers Often Provide Incomplete Information

The Law Firm of Smith & SmithEstate Planning News

Study Finds That Social Security Workers Often Provide Incomplete Information

Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office.

March 2017 Estate Planning Workshop: “How to Protect You & Your “Stuff” in 3 Easy Steps”

The Law Firm of Smith & SmithEstate Planning Workshops

March 2017 Estate Planning Workshop in Magnolia Conroe & The Woodlands Texas

Just Having the Right Estate Planning Documents Doesn’t Mean You Have a Plan Our March 2017 Estate Planning Workshop Covers the 3 Steps You Need to Know to Plan and Protect You, Your Family, and Your Stuff: Know the Rules Know Your Predators Know Your Options LEARN ANSWERS TO COMMON QUESTIONS LIKE THESE: How can I protect my “STUFF” from … Read More

Feb 2017 Estate Planning Workshop: “How to Protect You & Your “Stuff” in 3 Easy Steps”

The Law Firm of Smith & SmithEstate Planning Workshops

Feb 2017 Estate Planning Workshop

Just Having the Right Estate Planning Documents Doesn’t Mean You Have a Plan Our Feb 2017 Estate Planning Workshop Covers the 3 Steps You Need to Know to Plan and Protect You, Your Family, and Your Stuff: Know the Rules Know Your Predators Know Your Options LEARN ANSWERS TO COMMON QUESTIONS LIKE THESE: How can I protect my “STUFF” from … Read More