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PROTECTING YOU, YOUR FAMILY, YOUR FUTURE | SCHEDULE AN APPOINTMENT | CALL US TODAY! (832) 408-0505

GP Schoemakers, PLLC

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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

Important Documents

What to Bring to Your First Meeting with the Estate Planning Attorney

February 24, 2021 By Gratia P. Schoemakers, Esq.

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial meeting with an estate planning attorney is a good opportunity to discuss your family’s financial situation as well as your concerns and goals. If you […]

Filed Under: wwPROBATE Tagged With: Important Documents

Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents

October 15, 2019 By Gratia P. Schoemakers, Esq.

what to bring

Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a significant deterioration in your health, this will cause the family additional stress. Heirs may forfeit life insurance […]

Filed Under: Estate Planning Tagged With: Important Documents

How Long Should I Keep Old Tax Returns, Estate Plans, House Closing Papers, and Other Important Documents?

July 16, 2018 By Gratia P. Schoemakers, Esq.

How Long Should You Keep Important Documents? In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people.  We especially worry about documents of a financial or personally identifying nature.  People who worry about losing something important sometimes hoard everything; others who worry […]

Filed Under: Estate Planning Tagged With: Estate Plan, Important Documents

Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning

February 5, 2018 By Gratia P. Schoemakers, Esq.

Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes.  Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself. What happens without an incapacity plan? Without a comprehensive incapacity plan in […]

Filed Under: Estate Planning Tagged With: Financial POA, HIPAA, Important Documents, Incapacity Plan, Living Will, Medical POA, Power of Attorney, Tips, Trust

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