fugate law firm, HOUSTON, texas
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The Fugate Law Firm has experience and compassion. It is never too early to begin planning for your future, and the future of your family.
Jeanne Fugate is qualified to handle all your estate planning and probate needs, from simple document preparation to probate matters.
Preparation of wills
Simple wills
Total estate value less than $1 million
Likely to be uncontested
No special conditions or restrictions
No trusts included
Create testamentary trusts (created at death) for spouse, children, parents, or others
Beneficiaries receive their inheritance in trust that provides creditor protection
Avoid or minimize death taxes
Preparation of inter vivos trusts (created during your lifetime)
Revocable living trusts
A living trust allows you to name another person to help you manage your assets if you become incapacitated and then distribute your assets after your death. You may want a living trust if:
You have out-of-state real property
You need help with your finances
You expect your will to be contested
You want your estate to remain private (probated wills are public record)
Irrevocable life insurance trusts
The proceeds from a life insurance policy will be subject to estate taxes if you own the policy. The best solution is an Irrevocable Life Insurance Trust ("ILIT").
Typically for the benefit of your spouse and/or children
A life insurance policy in an ILIT is considered to be owned by the trust, not the insured
An existing policy can be assigned to the ILIT
Educational trusts for children
You can use an educational trust for children or grandchildren to receive annual gifts:
Preserve the funds for the child's education or other needs
Protect the child's education fund from claims by creditors
Directive to physicians (living will)
A living will states your preferences regarding life-sustaining treatment if you become unable to make or communicate decisions regarding treatment and you are terminally ill or have an irreversible condition.
Power of attorney
You can appoint a person(s) to be responsible for your important decisions in the event that you become incapacitated.
Statutory Durable Power of Attorney (for property and finances)
Medical Power of Attorney (for health care)
Declaration of Guardian
In the event it becomes necessary to have a court-appointed guardian, this document allows you to:
Name who you want to be the guardian of your person and estate
Name who you don't want to be your guardian
Prevent the court from appointing a stranger to be your guardian
Appointment of agent to control disposition of remains
You should use this document if:
You are not married
You would prefer a non-family member control the disposition of your remains
Beneficiary designations
Certain assets are controlled by the beneficiary designation and need to be coordinated with the estate planning to be sure that they are distributed properly.
Life insurance
Retirement assets
Houston estate planning Attorney Jeanne Fugate. I have the proven experience and the legal focus that you need for your family’s future. Please contact me. Call Today:
281-859-9200
4606 FM 1960 W.
Suite 400
Houston, Texas 77069
Phone: 281.859.9200
Fax: 832.533.9831
Email: [email protected]
This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
Estate Planning Worksheet-Download
The Fugate Law Firm has experience and compassion. It is never too early to begin planning for your future, and the future of your family.
Jeanne Fugate is qualified to handle all your estate planning and probate needs, from simple document preparation to probate matters.
Preparation of wills
Simple wills
Total estate value less than $1 million
Likely to be uncontested
No special conditions or restrictions
No trusts included
Create testamentary trusts (created at death) for spouse, children, parents, or others
Beneficiaries receive their inheritance in trust that provides creditor protection
Avoid or minimize death taxes
Preparation of inter vivos trusts (created during your lifetime)
Revocable living trusts
A living trust allows you to name another person to help you manage your assets if you become incapacitated and then distribute your assets after your death. You may want a living trust if:
You have out-of-state real property
You need help with your finances
You expect your will to be contested
You want your estate to remain private (probated wills are public record)
Irrevocable life insurance trusts
The proceeds from a life insurance policy will be subject to estate taxes if you own the policy. The best solution is an Irrevocable Life Insurance Trust ("ILIT").
Typically for the benefit of your spouse and/or children
A life insurance policy in an ILIT is considered to be owned by the trust, not the insured
An existing policy can be assigned to the ILIT
Educational trusts for children
You can use an educational trust for children or grandchildren to receive annual gifts:
Preserve the funds for the child's education or other needs
Protect the child's education fund from claims by creditors
Directive to physicians (living will)
A living will states your preferences regarding life-sustaining treatment if you become unable to make or communicate decisions regarding treatment and you are terminally ill or have an irreversible condition.
Power of attorney
You can appoint a person(s) to be responsible for your important decisions in the event that you become incapacitated.
Statutory Durable Power of Attorney (for property and finances)
Medical Power of Attorney (for health care)
Declaration of Guardian
In the event it becomes necessary to have a court-appointed guardian, this document allows you to:
Name who you want to be the guardian of your person and estate
Name who you don't want to be your guardian
Prevent the court from appointing a stranger to be your guardian
Appointment of agent to control disposition of remains
You should use this document if:
You are not married
You would prefer a non-family member control the disposition of your remains
Beneficiary designations
Certain assets are controlled by the beneficiary designation and need to be coordinated with the estate planning to be sure that they are distributed properly.
Life insurance
Retirement assets
Houston estate planning Attorney Jeanne Fugate. I have the proven experience and the legal focus that you need for your family’s future. Please contact me. Call Today:
281-859-9200
4606 FM 1960 W.
Suite 400
Houston, Texas 77069
Phone: 281.859.9200
Fax: 832.533.9831
Email: [email protected]
This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
Estate Planning Worksheet-Download
The Fugate Law Firm has experience and compassion. It is never too early to begin planning for your future, and the future of your family.
Jeanne Fugate is qualified to handle all your estate planning and probate needs, from simple document preparation to probate matters.
Preparation of wills
Simple wills
Total estate value less than $1 million
Likely to be uncontested
No special conditions or restrictions
No trusts included
Create testamentary trusts (created at death) for spouse, children, parents, or others
Beneficiaries receive their inheritance in trust that provides creditor protection
Avoid or minimize death taxes
Preparation of inter vivos trusts (created during your lifetime)
Revocable living trusts
A living trust allows you to name another person to help you manage your assets if you become incapacitated and then distribute your assets after your death. You may want a living trust if:
You have out-of-state real property
You need help with your finances
You expect your will to be contested
You want your estate to remain private (probated wills are public record)
Irrevocable life insurance trusts
The proceeds from a life insurance policy will be subject to estate taxes if you own the policy. The best solution is an Irrevocable Life Insurance Trust ("ILIT").
Typically for the benefit of your spouse and/or children
A life insurance policy in an ILIT is considered to be owned by the trust, not the insured
An existing policy can be assigned to the ILIT
Educational trusts for children
You can use an educational trust for children or grandchildren to receive annual gifts:
Preserve the funds for the child's education or other needs
Protect the child's education fund from claims by creditors
Directive to physicians (living will)
A living will states your preferences regarding life-sustaining treatment if you become unable to make or communicate decisions regarding treatment and you are terminally ill or have an irreversible condition.
Power of attorney
You can appoint a person(s) to be responsible for your important decisions in the event that you become incapacitated.
Statutory Durable Power of Attorney (for property and finances)
Medical Power of Attorney (for health care)
Declaration of Guardian
In the event it becomes necessary to have a court-appointed guardian, this document allows you to:
Name who you want to be the guardian of your person and estate
Name who you don't want to be your guardian
Prevent the court from appointing a stranger to be your guardian
Appointment of agent to control disposition of remains
You should use this document if:
You are not married
You would prefer a non-family member control the disposition of your remains
Beneficiary designations
Certain assets are controlled by the beneficiary designation and need to be coordinated with the estate planning to be sure that they are distributed properly.
Life insurance
Retirement assets
Houston estate planning Attorney Jeanne Fugate. I have the proven experience and the legal focus that you need for your family’s future. Please contact me. Call Today:
281-859-9200
4606 FM 1960 W.
Suite 400
Houston, Texas 77069
Phone: 281.859.9200
Fax: 832.533.9831
Email: [email protected]
This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.