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Estate Planning Articles

McNair Dallas Law

Special Needs Trust

Supplemental Needs Trust Preserves Essential Government Benefits

October 2, 2023
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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Four generations of men. Research suggests ways to reduce risk of Alzheimer's Disease for early, middle, and older adults.

Use Estate Planning to Prepare for Cognitive Decline

September 14, 2023
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
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Medicare Health Insurance card - Medicare may be better than employer sponsored insurance.

Should I Enroll in Medicare Before I Retire?

September 12, 2023
A recent survey found that a third of those nearing retirement age (62-64) who plan to keep working past 65 don’t understand they can sign ...
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Three generations of a family in the living room. Ensure your beneficiary designations are current so you don't leave anyone out.

Why are Contingent Beneficiaries Important?

September 10, 2023
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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Disability Planning

How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

September 4, 2023
Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property ...
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Four generations of men - multigenerational estate planning

What Is Multigenerational Estate Planning?

September 2, 2023
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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