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Why are Inheritance Conversations Necessary?

Older Couple Enjoys Fall Foliage before discussing their estate planning.

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.

Texas Estate Planning Essentials

Multi-generational family at home needs estate planning.

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents. 

What are Biggest Financial Blunders Folks make after 50?

financial blunders after 50

Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.

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

Social Security and Medicare Cards

“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” Meena Seshamani, M.D., Director of the federal Center for Medicare. Several provisions of the Inflation Reduction Act of 2022 related to Medicare will be implemented in 2025. Medicare is evolving, […]

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