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  • Home
  • About Us
    • Gratia Schoemakers
      • Community Outreach Program
    • Testimonials
  • Virtual Services
  • Estate Planning
    • Estate Planning Basics
    • Last Will and Testament
    • Revocable Living Trusts
    • Durable Power of Attorney
    • Medical Power of Attorney
    • Living Will
    • Family Estate Planning
    • LGBTQ Estate Planning & Asset Protection
    • Kids Safety Plan™
    • Business Succession Planning
    • Guardianship
      • Guardianship Planning
    • Special Needs Planning
    • Legacy Preservation Planning
    • Asset Protection
    • Trusts
    • Pet Trusts
    • Gun Trusts
  • Probate
    • Texas Probate Guide
    • Probate of a Will
    • Texas Affidavit of Heirship
    • Texas Small Estate Affidavit
    • Texas Heirship Determination
    • Texas Muniment of Title
    • Trust Administration
  • Family Law
    • Divorce
    • Collaborative Divorce
    • Mediation
    • Custody / Visitation
  • Blog
  • FAQs
    • FAQs – Videos
    • FAQs – Estate Planning
    • FAQs – Beyond Money in Estate Planning
    • FAQs – Divorce and Estate Planning FAQs and Myths
    • FAQs – Estate Planning for Newlyweds Myths and FAQs
    • FAQs – Estate Planning for Young Adults
    • FAQs – The Estate Planning Cast of Characters
    • FAQs – Expecting an Inheritance
    • FAQs – Myths and FAQs – Planning for Conflict Prone Families
    • FAQs – New and Expanding Families
    • FAQs – Pet Trusts
    • FAQs – Probate
    • FAQs – Standalone Retirement Trust Myths and FAQs
    • FAQs – Trust Modifications
    • FAQs – Unwinding Obsolete Planning
    • FAQs – Why You Want to Avoid Probate
    • FAQs – Year-End Planning Myths and FAQs
  • Contact
    • Virtual Estate Planning Login
    • Client Portal

Business Planning

3 Liability Planning Tips for Physicians

September 12, 2022 By Gratia P. Schoemakers, Esq.

Liability for Phiysicians

You probably know that the practice of medicine is a profession fraught with the risk of liability.  It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and contractual obligations, as well as personal […]

Filed Under: Business Planning Tagged With: Insurance, Liability, Property

Estate Planning for Rental Property Owners

May 2, 2022 By Gratia P. Schoemakers, Esq.

Rental Property Owner

In all parts of the country, services such as Airbnb have grown in popularity over the past few years. Indeed, these alternatives to hotel stays are popular among homeowners and vacationers alike. If you have a home or other rental property that is generating income, you should understand the following asset protection and estate planning […]

Filed Under: Business Planning, Estate Planning, Home/Property Ownership Tagged With: Estate Plan, Rental Property

5 Tips for Successfully Receiving an Inheritance

November 30, 2021 By Gratia P. Schoemakers, Esq.

Inheritance

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it within two years of receipt. Below […]

Filed Under: Business Planning, Wills

Three Liability Planning Tips for Physicians Anyone Can Use

March 3, 2021 By Gratia P. Schoemakers, Esq.

physician liability

Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability.  It’s not just medical malpractice claims either – employment related issues, careless business partners and employees, contractual obligations, and personal liabilities add to the risk assumed by a physician in private practice.  Unfortunately, in […]

Filed Under: Business Planning, Estate Planning Tagged With: Liability

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

December 23, 2019 By Gratia P. Schoemakers, Esq.

Estate Planning Diagram

You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life.  In fact, you probably have one or more types of traditional asset protection planning in place at this very moment.  The problem is […]

Filed Under: Business Planning, Estate Planning, Retirement

Your Vacation Checklist

June 12, 2019 By Gratia P. Schoemakers, Esq.

beach vacation

You’ve packed sunblock and a beach novel.  You’ve planned your itinerary and bought plane tickets.  But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for.  It’s even more crucial than getting a pet sitter […]

Filed Under: Business Planning, Estate Planning, Trusts Tagged With: Assets, Checklist, Insurance, Life Insurance

Retirement Planning for Business Owners

August 23, 2018 By Gratia P. Schoemakers, Esq.

business owners’ retirement

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy.  It’s not just the dizzying array of choices for retirement accounts, there’s also […]

Filed Under: Business Planning, Estate Planning, Retirement Tagged With: 401k, Business Succession, Estate Plan, IRA

Rewarding Your Employees by Giving Them the Business

August 23, 2018 By Gratia P. Schoemakers, Esq.

intersection of the impossible and possible

Retiring from your business can a tough decision.  To ensure that what you have built continues on, there needs to be a plan for succession.  For some people, they have spent years grooming a child or other family member to take over, wanting the business to stay in the family.  Others look to sell to […]

Filed Under: Business Planning, Design, Estate Planning, Retirement Tagged With: Business Succession, Estate Plan, Tips

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