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Red Flags for Retirees from OBBB

Retired woman worries about the OBBB

The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. However,  for retirees, the reality is more complicated and, in many cases, more costly.

Estate Planning is Vital for Solo Agers

Savvy woman book a call with McNair Dallas Law.

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.

Estate Planning for the Parkinson’s Community: A Step-by-Step Guide

Grandparents walking with grandchildren in the fall need estate planning.

Living with Parkinson’s disease (PD) brings unique challenges – not only in managing health, but also in planning for the future. Effective estate planning is not just about preserving wealth and reducing taxes; it’s about peace of mind, protecting your loved ones, and ensuring your wishes are carried out. For those impacted by Parkinson’s disease, […]

How to Choose an Executor or Trustee?

grandparent wealth transfer

In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.

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