Important Masterclass
How to Pay for Care without Going Bankrupt

Can End-of-Life Planning Increase Control for Cancer Patients?

Caregiver Stress

An end-of-life program that enables patients with advanced cancer to document their wishes can enhance feelings of life completion, improve relationships with healthcare providers and decrease death-related anxiety, according to a presentation at the 2021 Virtual Association of Community Cancer Centers National Oncology Conference.

What are Biggest Blunders in Wealth Transfer?

social security 2023

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

Relieve Regret About Retirement Savings

Estate Tax Planning 2022

A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…

Will Inflation Ruin My Retirement?

IRA Secure Act

As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

Search McNair Dallas Law