National Estate Planning Awareness Week
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
What are Biggest Financial Blunders Folks make 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.
Choose Wisely When Naming an Agent with a Power of Attorney
Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.
Strategies to Avoid Medicare Enrollment Errors
Medicare enrollment can be complex, with potential pitfalls like late penalties and coverage gaps.
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” 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, […]
5 Tips to Help You Avoid Estate Planning Scams
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
How Older Adults Fight Isolation and Give Back to Their Communities
Volunteering and charitable giving are enriching and rewarding ways for older adults to stay connected, fight social isolation, and be engaged while making a difference in their communities.
What is North Texas Giving Day?
Every year, North Texas Giving Day brings the community together to create meaningful change. Held annually in September, this 18-hour online giving event offers a unique opportunity for individuals, businesses, and organizations to rally around local nonprofits.
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
Medicaid Care Planning with an Elder Law Attorney
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
