A Boutique Law Firm Focusing in Business, Estate, Special Needs Planning, Probate, and Tax Planning
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Join the Bolinger Law Firm at the Roanoke Public Library this Thursday, September 3rd from 7:00 - 8:30pm for our next open-invite Estate Planning Seminar! Get More Info: http://bit.ly/1LRn3qW
Bolinger Law Firm Estate Planning Seminar presented by Brad Bolinger. Ask Estate Planning questions and receive no-obligations Estate Planning consultation.
One of the toughest and most critical challenges for a family business is succession planning. Learn the best practices to to make a seamless transition: http://bit.ly/1egQCDP.
Only a third of businesses survive the death of the business owner, starting succession planning should be done sooner rather than later. Bolinger Law Firm.
Bolinger Blog: Graduating from high school and preparing for college is a very exciting time in a young adult’s life, but most young adults overlook one of the most important things they should do upon turning 18: Estate Planning. Learn More: http://bit.ly/1HPQPo4
Graduating from high school and preparing for college is a very exciting time in a young adult’s life. With all the preparation that is necessary, most you
Forbes talks about the 7 Common Estate-Planning Blunders NOT to make. Are you guilty of one of them? http://onforb.es/1wNgUUn
These missteps—like not thinking through your trustee choice—can negatively impact loved ones. Pros pinpoint the errors to avoid.
We have extensive experience preserving families' personal wealth through sophisticated trusts, asset protection from creditors, and family limited partnerships. See how the Bolinger Law Firm can help you: http://bit.ly/1oNAQ6r
Brad Bolinger
See what our community is saying about us. The Bolinger Law Firm is client focused and results driven.
Estate Planning Tip #23: The sooner you start planning for retirement, the more likely it is to happen when and how you want it. Start thinking about what you want out of retirement and begin working toward those goals now. Visit http://bolingerlawfirm.com/
The Bolinger Law Firm is a boutique Law Firm Focusing in Estate Law, Probate Law, and Special Needs Planning. Brad Bolinger is a Southlake, Texas Attorney.
Estate Planning Tip #22: Make sure you have all documents needed for disability planning. Learn More: http://bit.ly/190v0Zc
Estate planning not only includes death planning, but it also includes disability planning or incapacity protection planning during life. Bolinger Law Firm.
Estate Planning Tip #21: Review possible debt inheritance with your Estate Planning – no one wants to be blindsided by unexpected debt inheritance. http://bit.ly/1OwaEdB
Inheriting a loved one's debt is an important question in estate planning. Having an honest conversation and planning properly can be of tremendous help.
Estate Planning Tip #20: Five Reasons you may need to redraft your will:
1. You just had a child
2. You have a Special Needs Child
3. You are going through a divorce
4. You just got remarried
5. You moved to a new state
Estate Planning Tip #19: Make a Living Will. Also known as an advance health-care directive, a living will expresses to your family and to your health care providers what medical procedures (life-prolonging, pain-relief, etc.) you do and do not want and those you do not want performed in the event you are unable to express these desires yourself.
Estate Planning Tip #18: Make sure your loved one’s with Special Needs are protected. Learn more: http://goo.gl/YkNTlj
The advantages and benefits of a Special Needs Trust
Estate Planning Tip #17: Help other members of your family – your parents, siblings, or your children develop a responsible estate plan for themselves. Give your family a sense of empowerment that you are taking control of each other’s collective future rather than leaving some elements to chance.
Estate Planning Tip #16: Draw up a Power of Attorney. If you are incapacitated or otherwise unable to take care of your financial affairs, a durable power of attorney will give a trusted individual the ability to pay your bills and manage your affairs during your incapacity. http://bit.ly/1HzyDp7
Wills and Estate Planning. The Bolinger Law Firm is a boutique Law Firm Focusing in Estate Law, Probate Law and Special Needs Law. Wills and Estate Planning
Estate Planning Tip #15: Be sure to provide your family and executor with the names of your attorney, accountant, stockbroker and other advisors.
Estate Planning Tip #14: Carefully consider the disposition of assets. You want to be careful not to leave the wrong thing - to the wrong person - at the wrong time
Estate Planning Tip #13: Select a qualified executor for your estate. An executor is responsible for paying your debts and distributing your assets in accordance with your will. The most obvious choice may be a spouse or oldest child, but you may want to consider other options. Especially if settling your estate is likely to be a lengthy or complicated process.
Estate Planning Tip #12: 90% of US businesses are family-owned or family-controlled. Make a succession plan now. Learn More: http://bit.ly/1egQCDP
Only a third of businesses survive the death of the business owner, starting succession planning should be done sooner rather than later. Bolinger Law Firm.
Estate Planning Tip #11: Review and update your beneficiary designations. Life insurance policies, retirement plans, and payable-on-death accounts are all considered contracts in the sense that the beneficiaries you designate will inherit these assets directly, regardless of what your will states. Make sure you update your beneficiary designations after a marriage, divorce, or other major life event.
Estate Planning Tip #10: Memorandum of Intent (Letter of Intent) are commonly used with Special Needs planning – however, all families could benefit from drafting one. http://bit.ly/1JbXui0
A Memorandum of Intent is a crucial element of Special Needs Estate Planning and should always be included within your estate plan. Bolinger Law Firm Blogs.
Estate Planning Tip #9: Online estate planning services can be much more costly than you think. They aren’t lawyers and they can’t give legal advice. If you answer a question incorrectly or overlook something it could lead to:
1. Expensive court proceedings
2. Disinheriting loved ones
3. Your wishes not being followed
Learn More: http://bit.ly/1nNC7Up
Do-it-yourself (DIY) estate planning is one of those misleading ideas that may appear promising, but in reality is a recipe for disaster.
Estate Planning Tip #8: Probate court proceedings can be long, expensive and confusing. Different states offer different ways to avoid probate. There are a few ways to avoid Probate in Texas: http://bit.ly/1NW26Zr
Probate is the name of the administrative procedure in which a deceased person’s estate is transferred to beneficiaries and heirs. Probate Bolinger Law Firm
Estate Planning Tip #7: Estate planning for blended families can be complicated. Be careful no one is disinherited and assets are protected from former spouses. http://bit.ly/1ELe05o
Blended families can be such a wonderful thing! At the same time, blended families can also present special challenges in estate planning.
Estate Planning Tip #6: If you have minor children, have you designated a guardian? Learn More: http://bit.ly/1PKWjdP
No parent want to think about not being there to raise their children, but who will take care of your children and who will manage finances if you aren’t...
Estate Planning Tip #5: Make sure a trusted person knows where to find vital documents. It’s a good idea to prepare a list that shows where all important documents and assets are stored. This should include birth, marriage, and death certificates, especially of children, spouses, and other potential heirs. You will also want to include important financial records, such as stock certificates, insurance policies, and retirement account statements. Be sure to provide your executor with the names of your attorney, accountant, stockbroker, and other advisers.
Estate Planning Tip #4: Estate laws and life events are always changing. Review you Estate Planning documents annually or anytime family situations change. Plan a meeting with your attorney every 3 years to ensure they are up to date. Learn more about Estate Planning: http://bit.ly/1HzyDp7
Wills and Estate Planning. The Bolinger Law Firm is a boutique Law Firm Focusing in Estate Law, Probate Law and Special Needs Law. Wills and Estate Planning
Estate Planning Tip #3: Determine how individual assets should be distributed. Don’t underestimate the importance of this step and don’t assume that family members will work things out themselves. Instead, you should openly discuss with the individuals involved your desire for them to have items of sentimental as well as monetary value. This avoids misunderstandings and helps to ensure that your treasured possessions go to the people you have in mind.
Estate Planning Tip #2: Make sure your Estate Planning is complete. Here is a list of the Top 10 Essential Estate Planning documents: http://bit.ly/1JHzFQe
The 10 Essential Estate Planning Documents you need to know.
Estate Planning Tip #1: The biggest mistake in estate planning is to do nothing!! Don’t procrastinate or make assumptions about the future. Plan now for peace of mind for you and your loved ones. http://bit.ly/1Qn61jp
A will determines how assets are distributed but what if you die without a will? Bolinger Law Firm discusses what happens if you die without a will in Texas
We are excited to announce that July is Estate Planning Awareness Month at the Bolinger Law Firm! All new July estate planning clients receive a 10% discount! Be sure to check for daily Estate Planning tips every day in July!
Learn more about Estate Planning: http://bit.ly/1HzyDp7
Wills and Estate Planning. The Bolinger Law Firm is a boutique Law Firm Focusing in Estate Law, Probate Law and Special Needs Law. Wills and Estate Planning
EVENT CANCELED: Our Special Needs Seminar, originally scheduled for tonight at 6:00pm at the Keller Public Library, has been canceled. We will be rescheduling this event at a later date. We apologize for the inconvenience!
SPECIAL NEEDS PLANNING EVENT: Come visit with attorney Brad Bolinger and learn valuable tips at our Special Needs Planning Seminar tomorrow, July 1st at 6:00pm at the Keller Public Library.
Learn More: http://bit.ly/1Sob3NO
Bolinger Law Firm Special Needs Seminar presented by Brad Bolinger. Ask Estate Planning questions and receive no-obligations Estate Planning consultation.
Bolinger Law Firm Blog: Young couples starting their lives together need to also start planning to protec themselves and their finances. Read our list of Estate Planning Essentials for Newlyweds: http://goo.gl/eyzX1O
Young couples starting their lives together need to also start planning to protect their finances. Get ahead and learn about Estate Planning for Newlyweds.
Bolinger Law Firm Blog: The Probate process can seem both overwhelming and complicated but understanding the most commonly used probate terms can be help.
Learn more: http://goo.gl/JgYUrd
Understanding the most commonly used probate terms associated with this process can be helpful, especially for those have never gone through probate before.
Think you have a firm grasp on the Probate process and Probate Law? Forbes presents the need-to-know when it comes to Probate: http://onforb.es/1C9kyuC
Got children or elderly parents? What about savings or a home? Then you just might need this expertise.
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Southlake, TX
76092
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Law Offices of Abigail Kweller Sullivan, PLLC
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D. Kimberli Wallace, Attorney at Law
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