• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Our Promise to You During COVID-19/Coronavirus
    • 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
      • 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
      • Elder Law Resources
        • Elder Law & Medicaid Definitions
        • Elder Law Reports
      • Estate Planning Resources
        • 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        • Is Your Estate Plan Outdated?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 FAQs
        • Trust Administration & Probate FAQs
      • 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
    Attend a Free Webinar
    Estate Planning Webinar
    Nursing Home Webinar
    Home / Archives for Estate Planning

    There’s More to Estate Planning Than What You See

    March 3, 2021 by Brandon McGee

    For many people, estate planning is all about one thing: deciding what will happen to their assets—such as bank accounts and real estate—upon their passing. However, there’s more to estate planning than what you see on the surface. And if you neglect to dig deeper, you could make errors that cost you and/or your family in the future. Here are some of the many things you should think about: Creating a trust: There’s nothing wrong with considering the creation of a will, but a trust offers … [Read more...] about There’s More to Estate Planning Than What You See

    Filed Under: Estate Planning

    Beneficiary Designations and the SECURE Act Basics

    March 2, 2021 by Brandon McGee

    beneficiary

    Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more. … [Read more...] about Beneficiary Designations and the SECURE Act Basics

    Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

    Tax Planning for 2021

    February 23, 2021 by Brandon McGee

    Tax-Planning

    Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 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 2021

    Filed Under: Estate Planning, Financial planning Tagged With: donor-advised fund, estate tax planning, income tax planning

    Concerns to Discuss With Your Estate Planning Attorney

    February 17, 2021 by Brandon McGee

    The nice thing about having a close relationship with an estate planning attorney is the ability to discuss all your concerns, no matter what they may be. Your legal team is always available to address your concerns, answer your questions, and put your mind at ease. It’s your hope that you never have concerns to discuss with your estate planning attorney, but don’t expect this to be the case. There are sure to be times throughout your life when you need to consult with your lawyer on a variety … [Read more...] about Concerns to Discuss With Your Estate Planning Attorney

    Filed Under: Estate Planning

    Biden Administration Could Reduce Estate Tax Exclusion

    February 10, 2021 by Brandon McGee

    biden

    Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion

    Filed Under: Estate Planning, Legal Education Tagged With: applicable exclusion, estate planning

    Starting the New Year Right

    February 3, 2021 by Brandon McGee

    Tax-Planning

    As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make an appointment to get one. Read on to learn more. Contact us to schedule a free one-hour personalized consultation … [Read more...] about Starting the New Year Right

    Filed Under: Estate Planning, Legal Education Tagged With: estate planning, powers of attorney, trust, will

    How to Begin the Estate Planning Process

    November 7, 2020 by Brandon McGee

    whom-do-you-want-and-joint-tenancy

    You’ve come to the conclusion that there’s no better time than now to create your first estate plan. Congratulations! Although it’s a challenging process, as you’ll come face to face with many questions and concerns, it’s extremely rewarding in the long run. The first thing you need to do is prepare for the estate planning process. This differs from one person to the next, but there are some basic steps anyone in this position can take. Here are three of them: Write down your short … [Read more...] about How to Begin the Estate Planning Process

    Filed Under: Estate Planning

    Don’t Take These Risks When Creating an Estate Plan

    November 7, 2020 by Brandon McGee

    Creating an estate plan will pull you in many different directions. On one front, you want to do what’s best for you and your loved ones, no matter what it takes. Conversely, you’re not excited about spending too much time on the process, as it’s not your idea of a good time. It’s natural to look for ways to cut corners. However, if you take an unnecessary risk, it could cost you and your loved ones time and money in the long run. Not to mention the stress that it can add to your … [Read more...] about Don’t Take These Risks When Creating an Estate Plan

    Filed Under: Estate Planning

    Assignment and Nominee

    November 7, 2020 by Brandon McGee

    What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

    Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

    Leaving Assets Can Be Tricky

    November 7, 2020 by Brandon McGee

    Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky

    Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, icarceration

    • Go to page 1
    • Go to page 2
    • Go to page 3
    • Interim pages omitted …
    • Go to page 17
    • 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
    • LinkedIn
    • YouTube

    TESTIMONIALS

    -Rebecca Javins
    Client Review
    September 2, 2020
        

    I am so glad I was fortunate enough to be referred to Brandon McGee. He listened to my needs and developed an estate plan that is comprehensive and addresses all my needs and concerns. I highly recommend him and his firm. I sleep much better now knowing everything is in place.

    default image
    -Rebecca Javins

    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

    © 2021 McGee Law Firm
    All Rights Reserved