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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

Mistakes

Did you or a loved one make any of these five critical estate planning mistakes?

December 22, 2022 By Gratia P. Schoemakers, Esq.

Estate Planning Mistakes

Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. While no one wants to think about […]

Filed Under: Estate Planning Tagged With: Dying Intestate, Family Law, Mistakes

Four Easy to Avoid Mistakes People Make at Tax Time

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

Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with anything in […]

Filed Under: Tax Time Tagged With: Mistakes, Taxes

LegalZoom v. Lawyer: The Risks you NEED to know

September 24, 2020 By Gratia P. Schoemakers, Esq.

money 73341

LegalZoom, Momma-Bear and other do-it-yourself document preparation services advertise that making a Will is as easy.  Although, it does not need to be complicated under the guidance of a knowledgeable lawyer, a DIY approach of filling in blanks on standardized forms, is no easy feat. We all heard the saying: “You get what you pay […]

Filed Under: Design, Estate Planning, Trusts, Wills, wwPROBATE Tagged With: DIY, Mistakes, Online Estate Planning, Tips

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

The Silent Threat to Your Estate Plan

June 11, 2019 By Gratia P. Schoemakers, Esq.

It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget, however, is that changes in family dynamics and […]

Filed Under: Estate Planning Tagged With: EP Update, Estate Plan, Life Changes, Mistakes, Update

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

Why Not Just Go on Nolo® or LegalZoom or Other Form Provider and Create Your Own Estate Planning Documents Cheaply?

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

laptop

There are many software programs, as well as websites, that sell do-it-yourself estate planning documents.  These websites and form tools seem to offer a convenient and cost-effective alternative to consulting with an estate planning attorney.  But do they really meet your needs and protect your family?  Is online, do-it-yourself estate planning worth the perceived upfront […]

Filed Under: Estate Planning Tagged With: DIY, Mistakes, Online Estate Planning, Probate, Tips

How to Fix 5 Common Estate Planning Problems

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

people 844207 1920

Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting.  Others do not want to think about death and avoid the topic altogether.  If you already have put an estate plan together, you are ahead of the curve as many people do not have one.  If you do […]

Filed Under: Estate Planning Tagged With: Estate Plan, Insurance, Life Insurance, Mistakes, Retirement Accounts, Taxes

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