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Estate Planning Articles

McNair Dallas Law

Create or renew estate plans in the new year.

Money Tips for the New Year

If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.
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Husband caregiving for his wife - Medicaid Myths

Don’t Fall for These Medicaid and Estate Myths

Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic ...
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Grandmother hugging her adult son, discussing inherited IRAs.

Required Minimum Distribution Changes for 2025

New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.
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Older woman worries about financial fraud and exploitation.

Asset Protection Planning Strategies to Protect Seniors from Financial Scams

The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors ...
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Social Security and Medicare Cards

8 Major Medicare Changes for 2025: What You Need to Know

“It’s the first time in the history of the Medicare program that people have a cap on how much they could have to pay out-of-pocket” ...
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Older man and his adult daughter smile as they discuss updating his estate plan in the new year.

Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your ...
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