Winn Beaudry & Winn Attorneys at Law
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Resources

At Winn, Beaudry & Winn, Attorneys at Law, we constantly strive to be at the forefront of our ever-evolving practice areas.  We pride ourselves on our ability to keep abreast of developments and strategies that help our clients achieve their goals.  From a client’s perspective, informed decision-making is crucial and clients look to their attorneys to give them the information they need.  Because we take such great steps to keep ourselves informed, we often come across information that we think is generally valuable to the public and we want to share this information with you.

Much of this information included below is provided by sources outside our firm, but we have chosen to link to it because we think it is valuable for one reason or another.  Although no amount of information can replace the advice and counsel of a licensed attorney, it is our hope that what we have provided below will assist you in communicating with your attorney, whoever that might be, to better understand the issues and clarify your particular goals.

We would appreciate any comments or suggestions you might have, which can be sent by clicking here.

Quick Links to The Page Sections
Wills, Trusts & Estates & Probate Education Planning
Veterans Affairs & Special Needs Planning Elder Care
Charitable Planning Taxation
Mediation & Arbitration Guardianship
Asset Protection Family Resources
   
Wills, Trusts, Estates & Probate:
Estate Planning Basics - This article describes the basic elements of an estate plan, including Wills, trusts and ancillary documents such as powers of attorney, living wills, designations of guardian and statements of anatomical gift.

TexasProbate.com – This website also contains a wealth of information related to estate planning and probate.  www.texasprobate.com

To Will or Not to Will - This book from the Texas Young Lawyers Association should be very useful for anyone thinking about drafting a Will.  It is particularly helpful for understanding what happens to persons who die intestate (meaning without a valid Will). 

Having the Final Say – Here is an article discussing the need for an estate plan.

Fiduciary Considerations – Unsure who you should name as your executor, trustee, attorney-in-fact or guardian?  Here are a few tips.

Trust Decanting – Here is a short article which describes trust decanting. Revising and terminating our clients’ trusts is a service of Winn, Beaudry and Winn.

Using Trusts to Lower Taxes – Here is an article from Merrill Lynch about estate planning in the current environment.

Pet Trust FAQs – Here are Professor Gerry Beyer’s FAQs on pet trusts.  There is also a link to his excellent article, “Estate Planning for Non-Human Family Members.” 

Three Things to Discuss With Your Children NOW - Don’t wait until it’s too late—discussion topics for your grown children.

Five Compelling Reasons YOU May Need a Trust - Trusts aren’t just for the ultra-wealthy. Find out why a trust may make sense for you.

Estate Planning for Committed Same-Sex Couples - Differing laws create a patchwork of protection. Estate planning is key to protect inheritance rights, property distribution, and medical and final arrangement decisions.

Estate Planning for Digital Assets - Digital assets such as social media accounts, computer files, password-protected bank and financial accounts, etc., should be addressed in a comprehensive estate planning process.

Speak from Beyond the Grave? - Digital techniques to leave messages for friends and loved ones

Veterans Affairs & Special Needs Planning
Steps to Take When a Veteran or a Survivor Annuitant Dies – This document provides useful tips and contact information.

Steps to Take When a Retired Veteran Dies - This document provides useful tips and contact information.

Caregiver Support – This document provides useful information for family caregivers of veterans.

Veteran’s Benefits –Here you will find a wide range of services and benefits for veterans

Headstones, Markers & Medallions for Deceased Vets – Click on this link to learn about headstones, markers and medallions that are available for veterans.

Business Planning:
Business Planning - Own a business and don’t think you need lawyer?  Read this short article.

Family Limited Partnership Update – Here is an article describing some of the new tax law relating to family limited partnerships.

Estate Planning for Digital Assets - Digital assets such as social media accounts, computer files, password-protected bank and financial accounts, etc., should be addressed in a comprehensive estate planning process.

Education Planning:
Thoughts on Education Planning - A short article on providing for children and paying for their education.

Elder Care:
What is 'Elder Law' - Here is a short article describing what people mean when they refer to ‘elder law.’

TexasProbate.com – This website also contains a wealth of information related to estate planning and probate. 

To Will or Not to Will - This book from the Texas Young Lawyers Association should be very useful for anyone thinking about drafting a Will.  It is particularly helpful for understanding what happens to persons who die intestate (meaning without a valid Will).

Fiduciary Considerations – Unsure who you should name as your executor, trustee, attorney-in-fact or guardian?  Here are a few tips.

Seniors and the Law: A Guide for Maturing Texans - A Texas Young Lawyers Association Article

6 Steps to Enter Medicare - This article provides easy steps for people about to enter Medicare.

Medicaid Eligibility: Using Estate Planning Techniques - Important information on how to use estate planning tools to help qualify for Medicaid

Taxation:
Using Trusts to Lower Taxes – Here is an article from Merrill Lynch about estate planning in the current environment. 

Internal Revenue Service – The IRS’s website contains much useful information. 

Guardianship:
Fiduciary Considerations – Unsure who you should name as your executor, trustee, attorney-in-fact or guardian?  Here are a few tips.

TexasProbate.com
– This website also contains a wealth of information related to estate planning and probate. 

Selecting a Guardian for Your Children
- A Speech by G. Ward Beaudry
For parents with minor children, one of the most important reasons to engage in estate planning is to ensure that provisions have been made for the children. What would happen if the parents died without wills, with no provisions for guardians, and without adequate money to help raise the children?

Charitable Planning:
Internal Revenue Service – The IRS’s website contains much useful information. 

Choosing a Charity—Find out if your favorite charity is a good steward of your money. www.guidestar.org has a number of evaluation tools and rankings for most nonprofits.

Charitable Trusts: Do good AND get a tax break. Find out more here.

Family Resources:

Life Planning Checklist - One of the greatest gifts you can give your loved ones is a well-organized list of key information they can use in the event of an emergency. Use or modify our free set of guidelines.

How to Survive the Sandwich Generation - Helpful tips for people caring for both teens/young adults and aging parents.

Protect Your Identity—Top 10 Tips - Don’t be a victim!

Estate Planning for Committed Same-Sex Couples - Differing laws create a patchwork of protection. Estate planning is key to protect inheritance rights, property distribution, and medical and final arrangement decisions.

Medicaid Eligibility: Using Estate Planning Techniques - Important information on how to use estate planning tools to help qualify for Medicaid

Areas of Practice
Individuals & Families
» Wills, Trusts & Estates
» Trust Administration
» Probate & Estate Admin.
» Probate Litigation
» Veterans Benefits Planning
» Special Needs Planning
» Education Planning
» Elder Care
» Taxation & Tax Strategies
» Guardianships
» Wealth Preservation
» Charitable Planning
» Asset Protection
» Mediation & Arbitration
 
Business & Commercial
» Business Launch Planning
» Business Litigation
» Tax Optimization
» Employment Law
» General Counsel
» Succession Planning
 
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4200 Thanksgiving Tower
1601 Elm Street
Dallas, Texas 75201-7203
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