Beyond the Last Will: Why a Complete Estate Plan Requires More Than a Basic Will
You should be aware of what a will can’t or shouldn’t do.
Navigating End-of-Life Estate Planning When Your Spouse Is Seriously Ill
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
Adjusting Retirement Plan After Social Security Fairness Act
Changes to Social Security rules may increase benefits for some retirees. However, higher monthly payments can also affect taxes, Medicare costs and long-term retirement planning.
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
Celebrity Estate Planning Mistakes to Avoid
If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
Back to School Planning to Protect Your Kids
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Estate Planning for Blended Families
Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Don’t Leave for Summer Vacation without Proper Planning
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
Draft a Last Will and Keep It Current: Avoid Dying Intestate in Texas
If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
Older Singles Can Plan to Protect Themselves
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
