Did Loretta Lynn have an Estate Plan?

Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.
Elder Abuse Lawsuit Against Stan Lee’s Business Manager Settled

A lawyer for Jerry Olivarez said certain people not named in the lawsuit ‘exerted undue influence on the Lee family’ to wrongfully accuse him.
Can You Gift Money on Your Deathbed?

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 when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
The Most Important Part of Estate Plan Is Planning for Life

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
Are Trusts a Useful Tool?

One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
Why are Many Dementia Cases Undiagnosed?

More than 41 million people living with dementia worldwide have not yet been diagnosed, according to a report by Alzheimer’s Disease International (ADI).
Medicaid Crisis Planning for Long Term Care Costs

In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
How Do I Store Advance Directives & Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
What Do Higher Interest Rates Mean for Pensions?

Higher rates mean a lower lump sum. You are discounting [the value] of a stream of future payments.
Moody Gardens Provides Hope

Did you know that Moody Gardens Galveston Island provides more than just education, recreation, & fun? It is also the site of Hope Therapy, a therapeutic recreation and vocational training program for individuals with disabilities.