Happy New Year!
I hope you had a wonderful holiday and are having a great NEW YEAR so far!
We have some exciting new features to our law office this year for new and current clients!
SIMPLE, FLAT FEE PLANS
TO FIT YOUR NEEDS & YOUR BUDGET!
It's 2013 and we at the Law Office of Lorie L. Burch are excited to announce a new way of preparing estate planning for Texans.
Now there is no excuse for YOU not to accomplish your New Year's resolution to finally have the peace of mind of knowing that your family and loved ones are legally protected should the unexpected happen.
Below is information about how to RSVP for our February 7 webinar on estate planning and a discussion of our new plans. Please share with your family, friends, clients, and neighbors.
Also, I'm introducing a new fun and helpful tool, "Ask Matthew", where you can submit questions for Matthew Crawley, my right-hand man and Sr. Paralegal, to answer and post in a future newsletter. You may email him directly at office@burch-law.com. I hope you enjoy this month's offering below!
If you haven't already visited my YouTube page, please do so at youtube.com/LorieBurchLaw where you will find some wonderful informational videos. To stay up-to-date with The Law Office of Lorie L. Burch be sure to "Like" our Facebook page. Stay in touch and feel free to email me with any questions.
Very truly yours,
Lorie L. Burch
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Estate Tax Changes
So many clients have been wondering how the changes to the estate tax affect their estate. The good news is that Congress' last minute action kept the estate tax exemption at $5 million per person. Keep in mind, while this is a very high amount, your life insurance and retirement payouts are included in calculating the tax. This won't necessitate any changes to most of my clients' plans, but it's never a bad idea to review your current Will or Trust to see if it still fits your needs. Feel free to contact our office for a complimentary review of your estate plan.
Click here to learn more about the recent estate tax changes |
New Year's Resolution Time!
An important resolution that should be on the list this year is to have your estate planning documents created or updated.
There are many types of documents that exist which help you customize both present and future plans. Knowing the proper planning is in order will give you and your loved ones peace of mind in the event something should happen.
For helpful information, click on the link below to hear Lorie talk about the various types of legal documents you should have and how they apply to individuals and families:
Hot Topics In Estate Planning & Probate: New Year's Resolution-Creating Your Documents
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Ask Matthew!
Dear Matthew: My wife and I have two children, Sophie (age 14) and McKenzie (age 11). We feel like we should at least have our Wills made in case something happens to both of us. At the same time, we want to keep our expenses under control. What are your thoughts?
-Sincerely, Parents of Two
Dear Parents: We completely understand wanting to keep expenditures under control.
We have different packages available to fit almost any budget. While most everyone should have a Will, it is vital for parents of minors to have Wills prepared! When you weigh having an affordable Will prepared versus having a Court appoint a Guardian for your children, I'd say a Will gives you a significant return on investment! (I also know that Sophie has a Coach® bag and an iPad, and McKenzie has about $500 worth of video games. I think this is less about a worthwhile expense and more about priorities.)
-Best, Matthew
Do you have questions about Estate Planning & Probate? Ask Matthew.
Submit questions to "Ask Matthew" at: office@burch-law.com
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This newsletter provides information of a broad general nature only.
The information contained in this article does not constitute legal or tax advice.
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