How to Protect Against Financial Risks & Exploitation
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
Asset Protection Planning Strategies to Protect Seniors from Financial Scams
The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.
Are “Sweetheart Wills” the Most Loving Choice?
Planning, whether it’s related to creating a special day or evening for someone or their future, is one of the greatest expressions of a person’s love.
The Tragic Passing of Rob Reiner, and the Ramifications of Crime in Estate Planning
When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.
How to Talk to Adult Children About Estate Planning: When, Why, and How to Have “The Talk”
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
When Should I Update My Will?
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Money Tips for the New Year
If you want to look back on 2026 with great satisfaction, here are some financial moves you might make now or soon.
2026 Social Security Cost of Living Adjustment – What it means for Texas Seniors
Introduction: A Year of Adjustment and Challenge In 2026, Social Security recipients nationwide will see several significant changes — from a modest cost-of-living adjustment (COLA) to updated tax rules and Medicare premium increases. While most focus on the changes to Social Security income and Medicare premiums, two groups may feel especially impacted: veterans receiving VA […]
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
The Rise of the “Club Sandwich Generation”: How Multigenerational Living is Reshaping American Families
Inflation, housing shortages, caregiving demands, and workplace burnout are transforming what “family” looks like in the United States. What was once called the sandwich generation—adults caring for both children and aging parents—has evolved into something far more complex. Today, many Americans find themselves part of the “Club Sandwich Generation,” supporting multiple generations and extended family, […]
