Is long-term care insurance worth it? Long-term care insurance is a critical yet often overlooked part of an Estate Plan. With 40% of those currently receiving long-term care nationally being adults 18 to 64 years old and an estimated 70% of Americans expected to need long-term care Continue reading
The Swedish practice of death cleaning can help streamline your estate plan and simplify the probating of your estate. No, it’s not about dusting the furniture and mopping the floors after someone dies; nor is it about crime scene cleaning. Swedish death cleaning is a practice that Continue reading
Learn how high-net-worth families can use smart Estate Planning strategies to save on taxes and make the most of their assets.
While Estate Planning is not just for the wealthy, as a person’s net worth increases, so does the possible complications and taxes that may arise in the distribution Continue reading
When leaving investment properties or real estate, find out how a 1031 Exchange can become a smart Estate Planning tool to deal with capital gains taxes.
Depending on the size of your estate, there are various smart estate planning strategies that are helpful for minimizing or reducing Continue reading
Many people mistakenly include stipulations that have no business being while writing a will, a.k.a. a Last Will and Testament. Learn the top 5 things that don’t belong in a Will.
The Basics:
Preparing a Will, a.k.a. Last Will and Testament, is a great first step in planning for the Continue reading
When providing long-term care for elderly people with dementia, improving dementia care is paramount to tend to the well-being of both patient and caregiver.
According to a Centers for Disease Control and Prevention report, every year, 16 million people in the United States care for Continue reading
Learn the pros and cons of using Springing versus Non-Springing Powers of Attorney.
A power of attorney can be a valuable planning tool that lets you decide in advance who will manage your personal financial affairs should you become unable to do so. It can also be a way to avoid Continue reading
When Anne Heche recently passed away in a tragic accident, she did not leave a Will, an Estate Planning key aspect.
Confronting the possibility of one’s death is not easy. It’s the reason why many people delay the conversation or thoughts of having to prepare a Will. However, as the Continue reading
Find out why inflation has adult children worrying about their boomer parents’ elder care.
With many Americans already struggling as rising inflation rates continue to impact the cost of living, the “Sandwich Generation”, could be facing even more challenging days ahead.
Are You Continue reading
Most people buy life insurance and health insurance policies, but one critical insurance coverage that often gets overlooked is long-term care insurance.
An estimated 70% of people will need some form of long-term care in their lifetime – and it’s not exclusive to just the elderly. Continue reading
800 N. Industrial Blvd., Suite 106
Euless, TX 76039
While my address is Industrial Blvd, we are actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off of Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy at the far end of the building.
| Mon-Thurs | 8:30am-5:00pm |
|---|---|
| Fri/Sat/Sun | Closed |