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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

Legacy

Financial Planning. Tax Planning. Legacy Planning. Estate Planning – How Many Plans Do I Need?!

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

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Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans – financial, tax, legacy, and estate – are vital to your financial well-being and protection of your assets and family. All of these plans […]

Filed Under: Business Planning, Estate Planning Tagged With: Financial Planning, Legacy, Taxes

What to Do with Your Beloved Collection

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

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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

What to Expect from Estate Planning in 2018

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

2017 is now fading into the rearview mirror.  As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. The death tax.  The death tax has been in a state of flux ever since the early 2000s when the Bush […]

Filed Under: Estate Planning Tagged With: Inheritance, IRA, Legacy, Taxes, Trust

An Estate Planning Checklist to Facilitate Wealth Transfer

June 11, 2018 By Gratia P. Schoemakers, Esq.

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and update your heirs about your wealth transfer goals and the plan you have put in […]

Filed Under: Estate Planning Tagged With: Checklist, Generations, Inheritance, Legacy, Power of Attorney

How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse

June 6, 2017 By Gratia P. Schoemakers, Esq.

Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost effective options are available to protect one’s children’s inheritance from a spouse in the event of untrustworthiness […]

Filed Under: Divorce, Estate Planning Tagged With: Generations, Inheritance, Legacy, Pre and Post-nuptial Agreements, Spouse, Trust

How Your Trust Can Help a Loved One Who Struggles with Addiction

May 2, 2017 By Gratia P. Schoemakers, Esq.

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate planning. Whether the addiction is alcoholism, drug abuse, or behavioral like gambling, we […]

Filed Under: Estate Planning Tagged With: Legacy, Trust

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

May 7, 2015 By Gratia P. Schoemakers, Esq.

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life.  Unfortunately, many farmers and ranchers fail to make an estate plan.  The farm or ranch that has been passed down for generations then ends up being sold and converted into non-agricultural use, cutting […]

Filed Under: Estate Planning Tagged With: Legacy, Mistakes

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