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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

Inheritance

Is a delayed inheritance really an enhanced inheritance?

December 5, 2022 By Gratia P. Schoemakers, Esq.

Inheritance and enhanced inheritance

Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. Maybe you would like the assets to be used as a down payment on a home, […]

Filed Under: Estate Planning Tagged With: Family Law, Inheritance

Why Receiving an Inheritance Changes Your Estate Plan

July 13, 2022 By Gratia P. Schoemakers, Esq.

inheritance

Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new asset and runs into financial trouble, squandering most, if not all of it. This could happen due to the inheritor having outstanding creditor issues or […]

Filed Under: Estate Planning, Wills Tagged With: Estate Plan, Inheritance

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

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

August 13, 2019 By Gratia P. Schoemakers, Esq.

Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do.  Here are some things that are all-too-common, but textbook examples of what not to do or try…. “Oral Wills” If you feel you have a good rapport with your family or don’t […]

Filed Under: Estate Planning Tagged With: Children, Inheritance, Mistakes

What is an Inheritor’s Trust?

May 28, 2019 By Gratia P. Schoemakers, Esq.

secure for loved ones

When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous types of trusts aimed at fulfilling different estate planning purposes. If you are anticipating an inheritance, there is a special type of trust designed to […]

Filed Under: Divorce, Estate Planning, Trusts Tagged With: Creditors, Inheritance, Spendthrift Trust, Taxes

Protecting Your Children’s Inheritance When You are Divorced

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

sorry rose

Consider this story.  Beth’s divorce from her husband was recently finalized.  Her most valuable assets are her retirement plan at work and her life insurance policy.  She updated the beneficiary designations on both to be her two minor children.  She did not want her ex-husband to receive the money. Beth passes away one year after […]

Filed Under: Divorce, Estate Planning, Trusts Tagged With: Children, Estate Plan, Inheritance, Minor Children, Mistakes, Trust

The Biggest Threats to Successful Estate Planning

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

family 557100 1920

Poor estate planning is a recipe for disaster.  Look no further than Dickens’ Bleak House — or a telenovela — to witness the tragedy and melodrama inadequate estate planning can cause.  While having your estate planning documents prepared is the first hurdle to overcoming these types of disasters, there are several threats that lurk around […]

Filed Under: Estate Planning, wwPROBATE Tagged With: Dying Intestate, Executor, Guardians, Inheritance, Mistakes, Taxes, Tips

Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

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

There are many tools that can be used when putting together your estate plan.  One such tool is a trust. A trust is a fiduciary arrangement, established by a grantor or trustmaker, which gives a third party (known as a trustee) the authority to manage assets on behalf of one or more persons (known as […]

Filed Under: Estate Planning Tagged With: Creditors, Inheritance, Spendthrift Trust, Taxes, Trust, Will

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