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…

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.