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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

Assets

How To Avoid Sending Your Loved Ones (and Assets) Through Probate

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

Probate Court

Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate (after death). Still, many people make a big […]

Filed Under: Estate Planning, Trusts Tagged With: Assets, Probate Court

Three Keys to Protecting Yourself from a Rogue Executor

June 7, 2022 By Gratia P. Schoemakers, Esq.

3 keys for rogue executor

Unfortunately, sometimes a death in the family can bring out the worst in people. Indeed, family resentments sometimes simmer during a time of grieving – particularly when money and assets from the deceased’s estate are involved. If you are a beneficiary under a loved one’s estate plan, you may be under the assumption that those […]

Filed Under: Estate Planning Tagged With: Assets, Inheritance

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

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

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

people 2566854 1920

Your children are your pride and joy.  It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated.  From a financial perspective, many parents turn to life insurance in an effort to […]

Filed Under: Estate Planning, Retirement Tagged With: Assets, Beneficiaries, Children, Guardians, Insurance, Life Insurance, Minor Children, Tips, Trust

What to Do with Your Beloved Collection

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

babushka collection

Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning.  You have likely spent quite some time — whether years or your entire life — building your collection; you should not leave its fate to the whims of the court.  […]

Filed Under: Estate Planning Tagged With: Assets, Legacy, Tips

Which Life Events Require an Immediate Estate Plan Update?

May 31, 2018 By Gratia P. Schoemakers, Esq.

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must also […]

Filed Under: Divorce, Estate Planning Tagged With: Assets, Death, EP Update, Estate Plan, Life Changes, Update

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