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How Dia de los Muertos Can Improve Your Estate Planning

Dia de la Muertos decor with text.

What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]

5 Tips to Help You Avoid Estate Planning Scams

To Do List with Estate Planning

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…

Texas Updates Alzheimer’s Plan

Three generations of women celebrate Mother's Day and discuss estate planning.

Alzheimer’s Disease and Related Dementias (ADRD) present significant challenges for individuals, families, and communities. To address these challenges, the State of Texas has developed its second in a series of Plans. The 2024 – 2028 Texas State Plan to Address Alzheimer’s Disease and Related Dementias (The Plan) outlines a comprehensive, multi-pronged approach to improving public education, risk reduction, care coordination, and support for those living with and affected by ADRD.

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