How to Protect Against Financial Risks & Exploitation
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
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 from increasingly sophisticated financial fraud schemes.
What Does it Mean to be Dementia Friendly?
“A Dementia-Friendly community is informed, safe, and respectful of individuals living with dementia, their families and caregivers, and provides supportive options that foster a good quality of life.” DFAmerica.org The Dementia Friendly Movement Dementia Friendly America envisions an America where individuals living with dementia and their care partners can live, engage, and thrive in the […]
Elder Law Essentials in Texas
Elder law is an aspect of estate planning focusing primarily on the needs of families and individuals as they age.
The Tragic Passing of Rob Reiner, and the Ramifications of Crime in Estate Planning
When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.
Preparing for an Estate Planning Consultation
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
How to Talk to Adult Children About Estate Planning: When, Why, and How to Have “The Talk”
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
2026 Social Security Cost of Living Adjustment – What it means for Texas Seniors
Introduction: A Year of Adjustment and Challenge In 2026, Social Security recipients nationwide will see several significant changes — from a modest cost-of-living adjustment (COLA) to updated tax rules and Medicare premium increases. While most focus on the changes to Social Security income and Medicare premiums, two groups may feel especially impacted: veterans receiving VA […]
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 legacy.
The Rise of the “Club Sandwich Generation”: How Multigenerational Living is Reshaping American Families
Inflation, housing shortages, caregiving demands, and workplace burnout are transforming what “family” looks like in the United States. What was once called the sandwich generation—adults caring for both children and aging parents—has evolved into something far more complex. Today, many Americans find themselves part of the “Club Sandwich Generation,” supporting multiple generations and extended family, […]
