fbpx

Estate Planning & Asset Protection

February 24, 2020

Trusts that May Enable You to Protect Your Assets and Your Income when Applying for Medicaid in Texas

Negotiating the eligibility requirements for Medicaid in Texas can be difficult and risky. You feel you need the long-term health care benefits provided by Medicaid, but you may be ineligible for Medicaid if you have assets or much of an income.  There are ways to negotiate the system and still qualify for Medicaid, but they […]

read more

Estate Planning & Asset Protection

February 18, 2020

Luke Perry – Texas Living Wills and Medical Powers of Attorney: What You Need to Know

Until we reach an advanced age, many of us have a hard time imagining a catastrophic medical emergency befalling us. But tragedy can strike at any age. Remember, it was just a year ago, on Feb 27, 2019, that the well-known actor Luke Perry suffered a massive ischemic stroke. Doctors tried to save him, but […]

read more

Estate Planning & Asset Protection

February 10, 2020

How to Provide for the Future of Your Disabled Child

If your child has a chronic mental or physical disability such that they will be unable to provide for themselves as an adult, you constantly worry what will happen to your child when you die, or should you become disabled yourself. Sometimes the child has been disabled from when they were a child but sometimes […]

read more

Estate Planning & Asset Protection

February 3, 2020

Why Does Britney Spears Still Need a Legal Guardian 12 Years Later? The Ins and Outs of Conservatorship

Here we are, a month into 2020, and 12 years after a California court granted a conservatorship (simply referred to in many states as a “legal guardianship”) giving Britney Spears’ father, Jamie Spears, control over her financial assets and many personal decisions. Her father can sell her property, limit who visits her and negotiate business […]

read more

Business Planning, Estate Planning & Asset Protection

January 27, 2020

When Not All Your Kids Are In The Family Business

Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business. This is a far too common mistake.  Future […]

read more

Business Planning, Estate Planning & Asset Protection

January 9, 2020

What Happens To Your Business If You Pass Away or Become Incapacitated?

Here’s why all Small Business Owners Should Have a Plan In Place Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and your […]

read more

Estate Planning & Asset Protection

December 31, 2019

Your 5 Task Year-End Estate Planning To-Do List

2020 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will […]

read more

Estate Planning & Asset Protection

December 26, 2019

Money Isn’t Everything in Estate Planning How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. After all, what really […]

read more

Estate Planning & Asset Protection

December 24, 2019

Want to Give the Kids an Early Inheritance? 4 Things to Consider

If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read. It can be especially satisfying to fund our children’s dreams […]

read more

Estate Planning & Asset Protection

December 19, 2019

Steps For Starting the End-of-Life Conversation

No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families. As an important part of estate planning, healthcare […]

read more