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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

Retirement Accounts

How to Fix 5 Common Estate Planning Problems

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

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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

3 Things You Must Do Once Your Divorce Is Final

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

What’s Next?

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible. Change Beneficiary Designation […]

Filed Under: Divorce, Estate Planning Tagged With: Beneficiaries, Insurance, Life Insurance, Retirement Accounts, Trust

Roth IRA Conversions After Tax Reform… Still a Good Idea? What Are the Implications for Your Family if You Don’t Spend All the Money?

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

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Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income during retirement. In fact, many people chose to convert their traditional IRA or 401(k) plan […]

Filed Under: Estate Planning, Retirement Tagged With: IRA, Retirement Accounts

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