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We believe The Golden Rule is more valuable than a fee.

Blog

We believe The Golden Rule is more valuable than a fee.

Planning Ahead for Children with Special Needs

Jan 22, 2021 | Estate Planning

Estate planning requires specialized planning especially when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis...

How to Handle Resident Abuse in Senior Living Facilities

Jan 20, 2021 | Uncategorized

If you have an elderly friend or family member living in an assisted living or skilled nursing facility, it is important that you stay attuned to the signs of abuse to your loved one. The National Center on Elder Abuse reports the most common types of abuse include...

Where is the Aging Process best Lived?

Jan 15, 2021 | Long-Term Care Planning

Master plan models for Inter-generational community living are changing the shape of the aging experience from the ages of 8 up to 80 years of age and beyond. Dubbed “new urbanism” it is the belief that a living environment with high standards can have a positive...

Many Retirees Are Scared to Spend their Wealth

Jan 8, 2021 | Elder Law

Across the nation American citizens, even the “wealthy” ones, are worried about running out of cash and are scared to spend. Bloomberg.com is reporting many retirees, and near-retirees are sitting on their wealth in much the same way large corporations are hoarding...

Long-Term Care Health Insurance is on the Verge of Collapsing

Dec 23, 2020 | Long-Term Care Planning

Routine estimates predict that about 50 percent of older adults will require long-term care at some stage of their lives. If you are an adult 65 or more, the percentage moves up to 70 percent. However, the demand for long-term care far outnumbers an affordable or even...

How to Pass on Family Values as Part of an Inheritance

Dec 18, 2020 | Estate Planning

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of...

Understanding the Probate Process in Texas

Dec 11, 2020 | Estate Planning

Probate is the legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will's executor to...

Have Your Updated Your Texas Estate Plan for the New Year?

Dec 4, 2020 | Estate Planning

You should check your estate planning documents every so often to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change....

Will I Lose My Home Because of the Cost of Care?

Nov 27, 2020 | Healthcare Planning, Long-Term Care Planning, Medicaid Planning

Homeownership is the American Dream. People work hard all their lives to own a home, and it is often their most valuable and significant possession. So when health begins to fail and the need for long-term care arises, we often get this fear-filled question from our...

Baby Boomers Living Alone Are at Risk of Dementia by 30 Percent

Nov 20, 2020 | Caregiving

Living arrangements for aging Americans are decidedly leaning towards aging in place. Nearly all older adults prefer to age in the comfort of their long time homes and familiar community surroundings. Aging in place often means living alone. Pew Research findings show...