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.
Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Planning for the Future for Non-Traditional Families
Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the decisions at the Supreme Court, or the impact on the state family courts, there are many ways that non-traditional families can maintain control.
How Do Special Needs Trusts Work?
Protect your adult children with disabilities using a special needs trust.
Do We Need Estate Planning?
Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.
Elder Law Essentials in Texas
Elder law is an aspect of estate planning focusing primarily on the needs of families and individuals as they age.
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Why are Contingent Beneficiaries Important?
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
Do Texas Newcomers Need to Update Their Wills?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
Who Pays Taxes, the Estate or Heirs?
The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
