How Can You Prepare to Care for Elderly Parents?
Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
Why are Inheritance Conversations Necessary?
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.
Do You Understand Veterans’ Benefits?
It’s important to understand the VA benefits available to you before you separate or retire from military service.
What’s the Difference Between an Heir and a Beneficiary?
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
Texas Estate Planning Essentials
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents.
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.
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…
