Blog: Estate Planning, Probate, Business Planning and Real Estate Law

Tyler and Mineola, Texas Estate Planning Attorney

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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Estate Planning Strategies for Affluent Mineola, Texas Families

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Posted on: May 30, 2024 | By: Bradley Campbell
Affluent Mineola families are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Avoiding pitfalls of co-owning a vacation home

The Hidden Pitfalls of Co-Owning a Vacation Home

Posted on: May 20, 2024 | By: Bradley Campbell
Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.
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Will contests in Mineola

Will Contests: Understanding and Mitigating Risks in Estate Planning

Posted on: May 3, 2024 | By: Bradley Campbell
In Mineola, Texas, and across the nation, will disputes can arise even in the most carefully planned estates. This article explores effective strategies for both preventing and addressing will contests, with a focus on the role of forfeiture or no-contest and preventing claims of undo influence. 
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Trustee responsibilities

Trust Dynamics in Texas Estate Planning: Insights on Avoiding Trouble with Your Trustee

Posted on: April 25, 2024 | By: Bradley Campbell
This article answers the questions: What are a trustee's responsibilities? What does it mean to breach their duties? How can an estate owner avoid that situation?
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small business owner planning

Why Estate Planning Is Essential for Small Business Owners in Texas

Posted on: April 22, 2024 | By: Bradley Campbell
This article discusses small business owner planning basics to keep in mind, including why a small business needs estate planning, the core legal documents, and important business planning tools for owners.
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estate planning and baby boomers

Why Holistic Estate Planning Includes Senior Living Affordability for Baby Boomers in Texas

Posted on: April 11, 2024 | By: Bradley Campbell
This article examines why holistic estate planning includes senior living for baby boomers in Texas.
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Cup of coffee and electronic device with the word Digital Assets for an estate planning blog

Why You Need to Include Digital Assets in Your Estate Plan

Posted on: April 3, 2024 | By: Bradley Campbell
Digital assets encompass everything from emails and photos to online portfolios. Integrating these assets into your estate plan ensures that they are managed per your wishes and that your loved ones can access them after you pass.
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Woman on left smiling "Estate Planning" on the right/

Why Aren't Texas Women Estate Planning? A Few Reasons Why Women Should

Posted on: March 29, 2024 | By: Bradley Campbell
An estate plan is never too early for a woman to protect herself against financial risks. Women can and should think beyond estate planning for retirement to meet financial challenges such as being a single mom, possible remarriage, or widowhood.
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Woman sitting at a desk with a computer on left notebook on right with "Estate Planning" for singles and estate plans.

Single in Texas? Tailored Estate Planning for Singles

Posted on: March 22, 2024 | By: Bradley Campbell
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Girl at computer with the word TAX next to her depicting estate planning in Texas.

Wealthy or Not - Estate Planning in Texas: Strategies to Minimize Beneficiary Tax Implications

Posted on: March 12, 2024 | By: Bradley Campbell
The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.
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Mineola Office

228 West Broad Street,
Mineola, Texas 75773

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3310 S. Broadway Ave, Suite 101
Tyler, Texas 75701

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