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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

Update

Wondering Whether You Need to Update Your Estate Plan?

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

Update Estate Plan

Yes, You Do, and Here’s Why Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and […]

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

Big “Life Changes” Often Mean Big “Estate Plan Changes”

August 29, 2022 By Gratia P. Schoemakers, Esq.

Big Life Changes Estate

Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life […]

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

Your Post-Honeymoon Legal Checklist

June 27, 2022 By Gratia P. Schoemakers, Esq.

post honeymoon checklist

Your wedding is over, and the day was absolutely perfect.  You went away on your honeymoon with your new spouse and had the time of your lives.  Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes.  Well, not so fast.  Now […]

Filed Under: Estate Planning, Post Honeymoon Tagged With: Checklist, EP Update, Estate Plan, Life Changes, Spouse, Update

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan

June 14, 2022 By Gratia P. Schoemakers, Esq.

Estate plans are almost magical: They allow you to maintain control of your assets yet protect you should you become incapacitated.  They take care of your family and pets.  And, if carefully crafted, they reduce fees, taxes, stress, and time delays.  Estate plans can even keep your family and financial affairs private.  But one thing […]

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

Updating Your Revocable Trust

May 23, 2022 By Gratia P. Schoemakers, Esq.

Revocable Trust

How Many “Tweaks” Are Too Many? If your life or the law has changed since you signed your trust, it needs to be updated. Updates can be made by way of an amendment – or – a complete restatement. An amendment updates a specific part of the trust, whereas, a restatement, updates the entire trust. […]

Filed Under: Estate Planning, Trusts Tagged With: Revocable Trust, Update

Your Estate Planning Binder: Tips for Proper Care and Maintenance

May 16, 2022 By Gratia P. Schoemakers, Esq.

Estate planning

You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that had previously been preoccupied. Once you create the documents that […]

Filed Under: Estate Planning Tagged With: EP Update, Estate Plan, Tips, Update

Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

December 18, 2020 By Gratia P. Schoemakers, Esq.

little girl wondering about the future

Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you don’t already have an estate plan, then getting one in place should be at the top of your to-do list. Why?  Because without an estate […]

Filed Under: Design, Estate Planning, Trusts, Wills, wwPROBATE Tagged With: EP Update, Estate Plan, Update

Is now the time to remodel your old trust?

September 10, 2020 By Gratia P. Schoemakers, Esq.

kids and trust

There are several reasons why you should update your existing trust or perhaps your entire estate plan.  While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change.  Of course, having estate planning documents that are up-to-date is critical, but how do you know when […]

Filed Under: Estate Planning, POA, Trusts, Wills Tagged With: Update

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