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The Basics of Estate Planning in Texas | Attorney Caitlin Haney Johnston
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- Опубліковано 17 сер 2024
- The basics of estate planning in Texas is outlined in this pre-recorded webinar. Thank you to Caitlin Haney Johnston of The Haney Law Firm for sitting down with Texas Legal to go over Estate Planning in Texas and frequently asked questions by Texas Legal members.
Texas Legal is a statewide, nonprofit legal benefit plan that was founded by the State Bar of Texas and the Texas State Legislature in 1972 as an effort to better meet the legal needs of Texans. To sign up for Texas Legal, please visit: texaslegal.org...
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To contact Attorney Caitlin Haney Johnston directly, please visit her website: www.thehaneyla...
00:00 About Attorney Caitlin Haney Johnston
00:55 About Texas Legal
01:37 6 documents need for a basic estate planning package
16:10 Special considerations for blended families
19:20 How should I leave funeral instructions?
21:23 How should I choose an executor?
23:24 I started a 401k before I got married, will that money still go to my recorded beneficiary?
24:35 When should I update my will?
25:43 Can I create an estate plan to account for potential future children?
26:26 What should not be included in my estate plan?
27:42 Do my spouse and I need separate wills?
27:58 Can I pass down my stocks and cryptocurrency?
28:57 Thank you for joining us!
The Estate Planning benefit covers participating attorney’s billable time that may include a will with trusts OR living trust. Note: Texas Legal will only cover one individual or one joint (Named Participant and spouse) estate planning per plan year. For more details regarding your specific plan and available benefits, please contact Texas Legal at 1-800-252-9346 or members@texaslegal.org.
Disclaimer: Watching or engaging in this video does not create an attorney-client relationship between you and Caitlin Haney Johnston of The Haney Law Firm. Nothing in this video should be taken or relied upon as legal advice. The topics discussed herein are for general informational purposes only. You are encouraged to seek independent legal advice regarding your specific facts and circumstances. This video is not a solicitation or offer of representation. Please do not send any confidential information during this video as such communications are not protected under any privilege.
Background music by: www.bensound.com
00:00 About Attorney Caitlin Haney Johnston
00:55 About Texas Legal
01:37 6 documents need for a basic estate planning package
16:10 Special considerations for blended families
19:20 How should I leave funeral instructions?
21:23 How should I choose an executor?
23:24 I started a 401k before I got married, will that money still go to my recorded beneficiary?
24:35 When should I update my will?
25:43 Can I create an estate plan to account for potential future children?
26:26 What should not be included in my estate plan?
27:42 Do my spouse and I need separate wills?
27:58 Can I pass down my stocks and cryptocurrency?
28:57 Thank you for joining us!
To contact Attorney Caitlin Haney Johnston directly, please visit her website: www.thehaneylawfirm.com/
Thank you for providing this information!
Thank you for sharing this information it was very helpful
Thanks for sharing this ! Was insightful.
Great information! Thank you for sharing - Estate Planning is vital for every household!