Having a Estate Plan is super important, I get it, it’s easy to plan for the things we enjoy and that make us happy like vacations and getting together with family and friends. No one wants to think about let alone plan for the things that are inevitable but not fun like planning Continue reading
The GST tax exemption
A tool to generate future tax savings
The generation-skipping transfer (GST) tax can have harsh consequences. Those who take full advantage of GST planning strategies, however, have an opportunity to shield their wealth from tax and build a lasting legacy.
Passing Continue reading
President Biden has introduced a plan to spend $400 billion over eight years on home health care and community-based care for the elderly and people with disabilities. The money would go to expand access to care and support higher-paying caregiving jobs.
As the elderly population Continue reading
To qualify for Medicaid eligibility of long-term care, you must satisfy very complicated financial eligibility rules—rules that often can be traps for the unwary. One of the most significant traps is Medicaid’s right to recover its expenses from your estate after you die – a practice Continue reading
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are more likely to have a last will and testament than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years.
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an estate planning attorney who can make sure your documents are tailored to your needs.
Mercedes Goosley owned a home in Pennsylvania. In 2013, she Continue reading
Prospects for veterans looking to enter the job market have drastically increased since the Great Recession. In 2016, the unemployment rate for veterans (4.7%) was actually slightly lower than the rate for the entire population (4.85%). One factor that has contributed to veteran’s Continue reading
The United States veteran population is some 20 million strong, many of whom face health challenges separate from non-Veterans. Due to their military training, Veterans have a well-defined culture that is strong on values, codes of conduct, respect of superiors, and customs to name Continue reading
The largest coordinated sweep of identity fraud involving US seniors has recently been conducted. The US Department of Justice has reported that more than one million elderly people have collectively lost hundreds of millions of dollars because of this targeted financial abuse. The 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 |
