Discussing Estate Planning in the Holiday Season

Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More

Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
How Can You Prepare to Care for Elderly Parents?

Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
How Dia de los Muertos Can Improve Your Estate Planning

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 […]
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.
What Is Elder Law?

Elder Law is made up of three major categories, which can be broken down further into deeper topics.
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…
Texas Updates Alzheimer’s Plan

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.