Winters Law Firm

06/05/2026

What Is The Trust Administration Process?

Trust administration is the management and disbursal of assets in a trust that is handled by the person or entity appointed as trustee throughout its lifetime.
Although a trust is often at the center of an estate plan, it will not manage itself. What’s more, only a trustee can perform trust administration duties, so it’s crucial that there is an informed and mindful guardian of the assets held within the trust.

Learn more here: https://wintersfirm.com/trust-administration/

05/22/2026

Guardianships For Seniors - Guardianship, also referred to as conservatorship, is a legal arrangement that places an individual, also known as a ward or protected person, under the supervision of a guardian or custodian. There are two main types of guardianship: guardianship of the person and guardianship of the estate or property.

A guardian is typically a family member, friend, or fiduciary appointed by the court. A protected person can be a senior who is no longer able to make safe and sound decisions about his or her own person or property, or who is prone to fraud or undue external influence.
Learn more here: https://wintersfirm.com/guardianships/

05/15/2026

Medicaid Planning – Texas estate planning attorney Gerald Winters represents clients in Round Rock and the Greater Austin area in Medicaid planning and eligibility matters. With the ongoing advances in technology and medical care, people are living longer. Unfortunately, this increases the chance that you or your loved one might need long-term care in the future. Proper Medicaid planning and asset protection can help you pay for this often expensiveoften-expensive care, while still being able to utilize your assets. Gerald Winters assists clients in accomplishing this goal on a regular basis.

Learn more here: https://wintersfirm.com/medicaid-planning/

05/06/2026

Elder Law – The high cost of long-term care has made planning a critically important issue for most mmiddle-class seniors and their families. In fact, most seniors will likely require some form of long-term care. Sadly, many of them are unprepared for the significant financial burdens it places on their family’s hard-earned savings. Financial devastation looms large for a family facing ongoing care at a rate of $10,000 or more per month.

Learn more here: https://wintersfirm.com/elder-law/

04/23/2026

Why Hire A Tax Attorney?
Many people will at some point in their lives run into a tax problem that requires a higher level of expertise and confidentiality than a certified public accountant (CPA) can provide. How do you know if you’ve reached that point?

Receiving a letter from the IRS can be daunting, but doesn’t always require the assistance of a tax attorney. For instance, if you made a simple mistake on last year’s tax returns and you understand the information being requested, then you can probably navigate the issue on your own.

Learn more here: https://wintersfirm.com/why-hire-a-tax-attorney/

04/16/2026

Planning For Children – Many parents put off estate planning because they do not think they have substantial assets to protect. This outlook is common among young adults who think they have plenty of time to accumulate wealth and plan for it at a later date. However, in failing to create a proper estate plan, many parents cannot adequately protect their children. All parents, with or without a great deal of assets, should have an estate plan in place to set forth their wishes for their children which includes, among other things, nomination of a guardian in the event that they have an untimely passing while the child is still a minor.

Learn more here: https://wintersfirm.com/planning-for-children/

04/01/2026

Estate Tax Planning: Information From A Texas Attorney - While there is no state estate tax in Texas, federal estate tax laws do apply. The estate tax, which people commonly refer to as the “death tax,” is charged to the estate of a person after they have passed away, which means the beneficiaries of the estate can be left with significant tax consequences. The federal estate tax applies to all assets, whether cash, real property, IRA accounts, or any number of other assets.

Learn more here: https://wintersfirm.com/estate-tax-planning-information-from-a-texas-attorney/

03/06/2026

What Is A Will?

A last will and testament, commonly known as a will, is a traditional document that is present in most estate plans. This document instructs how a deceased individual would like his or her estate to be administered. This includes the distribution of assets, guardianship of minor children and funeral or burial arrangements. It might also include the creation of a trust. A trust is another estate planning tool to which assets are added and managed by a trustee according to the specific instructions of the creator.

Learn more here: https://wintersfirm.com/wills/

01/02/2024

Did you know that Social Security recipients will receive a cost-of-living adjustment in 2024? It will be an increase of 3.2%. Do not wait to learn more about your monthly benefits from the Social Security Administration on its website this Tuesday!

Cost-of-Living Adjustment (COLA) Information

01/01/2024