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Estate Planning Articles

McNair Dallas Law

Retirement Account Contributions Nest Egg

Can You Catch-up? IRS Increases Contributions Limits

October 24, 2022
If you find that you have fallen behind in your retirement savings, you are not alone.  Investment advisor Vanguard reported recently that only 14% of ...
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Inflation Reduction Act lowers prices of prescription drugs for Medicare recipients.

What Does Inflation Reduction Act Mean for Seniors?

October 21, 2022
One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
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Man with dementia may need less restrictive alternative to guardianship

Are There Less Restrictive Alternatives to Guardianship

October 12, 2022
Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles ...
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British Officer stands along route Queen Elizabeth II

Who Inherits Queen Elizabeth II’s Fortune?

October 11, 2022
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
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Estate Taxes - Deathbed gift

Can You Gift Money on Your Deathbed?

October 9, 2022
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But ...
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retired on social security lifetime benefits playing chess

How to Maximize Lifetime Social Security Benefits

October 7, 2022
As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working ...
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