• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate Planning Services
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Probate
    • SECURE Act
    • Special Needs Planning
    • Wills & Trusts
  • Elder Law
    • Coping with Alzheimer’s
    • Guardianship and Conservatorship
    • Medicaid Crisis Planning
    • Medicaid Planning
  • Seminars
  • Webinars
  • Resources
    • Communities We Serve
      • Keller, Texas
    • Elder Law Resources
      • Elder Law & Medicaid Definitions
      • Elder Law Reports
    • Estate Planning Resources
      • 3 Reasons to Create a Trust
      • Estate and Gift Tax Figures
      • Estate Planning Articles
      • Estate Planning Definitions
      • Estate Planning Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Estate Planning Worksheet
      • Is Your Estate Plan Outdated?
    • Free Consultation
    • Free Estate Planning Seminars
    • Frequently Asked Questions
      • Estate Planning
      • Trust Administration & Probate
    • Newsletters
    • Our Client Care Program
    • Pre Consultation Form
    • Professional Resources
      • Educational Alerts
  • Reviews
    • Our Reviews
    • Review Us
  • Contact Us
  • Blog

McGee Law Firm

Your Resource for Estate Planning, Elder Law and Medicaid / VA Planning

Call Us Today 817-899-3286
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
Attend a Free Seminar
Home / Archives for Estate Planning

Home Sweet Home

March 9, 2023 by Brandon McGee

Home sweet home. our home is not just a building; it holds immense emotional and financial significance. Your home is where your family resides, and you feel secure, connected, and comfortable. For younger people, it represents endless possibilities, whereas, for those in their middle age, it's full of energy and vibrancy. And for those in their later years, it's a place of familiar comfort that brings back the memories of the joys of earlier days. Apart from the emotional significance, your … [Read more...] about Home Sweet Home

Filed Under: Asset protection, Estate Planning

What You Need to Know About SECURE Act 2.0

March 7, 2023 by Brandon McGee

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the United States Treasury Department promulgated proposed Treasury Regulations early in 2022 adding additional complexity to that rule by requiring annual distributions for a non-EDB of a participant who died after their Required Beginning Date. Once again, the SECURE Act includes additional provisions … [Read more...] about What You Need to Know About SECURE Act 2.0

Filed Under: Estate Planning, Legal Education, Retirement planning

As Time Draws Near Planning is Important

March 2, 2023 by Brandon McGee

Ideally, we plan well in advance for the end of our lives. It is a good idea to revisit those plans as time draws near. First, a general review of plans is in order. Often, plans have not been reviewed in many years and it is wise to make sure they are still representative of your wishes. Circumstances may have changed. The fact that time is short is a circumstance that might alter your planning. For example, you may have wanted to make a gift to your alma mater at your death. With your … [Read more...] about As Time Draws Near Planning is Important

Filed Under: Estate Planning

The Importance of Having an Estate Plan

February 28, 2023 by Brandon McGee

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan represents a simple, yet effective way to provide comfort and stability to your family upon your death by ensuring that your assets pass in the way that you want to whom you want. Unfortunately, so many encounter a tragedy or crisis before prioritizing their Estate Plan, sometimes it is too late. As headlines often remind us, even those with significant … [Read more...] about The Importance of Having an Estate Plan

Filed Under: Estate Planning, Legal Education

Most Americans Are Unprepared

February 9, 2023 by Brandon McGee

Are you prepared?  The majority of Americans are not. In the event of illness, injury, or death most American families would be in a real mess. Would yours be? Check out the estate planning percentages below: In this case, being part of the majority is not a good thing. A little thought and effort now can make your family’s situation much easier in the event of disability or death, when your family would already have tremendous emotional strain.  It’s the smart thing to do. It’s … [Read more...] about Most Americans Are Unprepared

Filed Under: Estate Planning

What Does it Mean to Die Intestate?

February 8, 2023 by Brandon McGee

Dying intestate refers to a situation where a person passes away without leaving a valid will. In other words, the person has not made any legal arrangements for the distribution of their assets after their death. In this case, the laws of the state in which the person resided at the time of their death will determine how their assets are distributed. When a person dies intestate, their assets are distributed according to the state's laws of intestate succession. These laws vary from state … [Read more...] about What Does it Mean to Die Intestate?

Filed Under: Estate Planning

Tax Planning for 2023

February 7, 2023 by Brandon McGee

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...] about Tax Planning for 2023

Filed Under: Estate Planning, Legal Education

What’s Retirement Got to Do with it?

January 31, 2023 by Brandon McGee

As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts and circumstances should inform that decision, including, without limitation, the various taxes imposed by each state. The findings in this article might surprise you. Read on to learn more. … [Read more...] about What’s Retirement Got to Do with it?

Filed Under: Estate Planning, Legal Education

Complete Asset List is the Starting Point

January 26, 2023 by Brandon McGee

A complete list of your assets is an essential starting point in making any decisions about those assets, whether financial portfolio decisions, or estate planning decisions. Without a complete list of your financial assets, a financial planner cannot know how to change your assets to achieve the proper asset allocation to meet your risk, return, and diversification objectives. Without a complete list of all of your assets, your estate planning attorney cannot advise … [Read more...] about Complete Asset List is the Starting Point

Filed Under: Estate Planning, Trusts

What is a Lady Bird Deed?

January 25, 2023 by Brandon McGee

Transfer on Death Deed: Your Questions Answered

As a real estate owner, it’s important to consider what will happen to your property (or properties) upon your death. With the right approach, you can ensure that it doesn’t go through probate, which saves your beneficiary both time and money.  A Lady Bird deed is one of the most efficient and inexpensive ways to transfer real estate at your death, without probate.  With this, you name a beneficiary to receive your home when you die. However, you retain full control over the … [Read more...] about What is a Lady Bird Deed?

Filed Under: Estate Planning

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 8
  • Go to Next Page »

Primary Sidebar

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

  • This field is for validation purposes and should be left unchanged.

Follow us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube

TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

default image
Brian C.

Fort Worth Address

Fort Worth
810 W. 10th Street
Fort Worth, TX 76102
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Fort Worth Map

map

Southlake Address

Southlake
101 River Oaks Dr., Ste. 110
Southlake, Texas 76092
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Footer

  • Advantages of Working With our Firm
  • About the American Academy
  • Disclaimer
  • Sitemap
  • Contact Us

Connect to Us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
footer logo

© 2023 McGee Law Firm
All Rights Reserved