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Estate Planning Articles

McNair Dallas Law

Multi-generational family at home needs estate planning.

Estate Planning Strategies Support Aging Parents

April 18, 2024
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining ...
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Health Care Decisions Day

National Health Care Decisions Day Inspires Vital Conversations

April 16, 2024
National Healthcare Decisions Day is April 16th. Take this opportunity to talk with your loved ones about your healthcare wishes.
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Estate Planning Notes with coffee - making a checklist

Estate Planning Checklist for 2024: A Comprehensive Guide

April 9, 2024
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so ...
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Older man giving his credit card number over the phone

Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID

April 4, 2024
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
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Older Couple taking a selfie contemplate the pros and cons of Sweetheart Wills.

How Many Americans Live with Dementia?

March 23, 2024
About one in 10 U.S. adults over 65 has dementia and even more have mild cognitive impairment, updated national estimates suggested.
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Large family must consider tax implications of inherited IRAs under the SECURE Act.

Common Questions Concerning SECURE Act 2.0

March 20, 2024
The speakers touched on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, including the provision that a designated beneficiary must distribute ...
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