Unfortunately, not all families get along – and some rifts run deeper than others. If you are having problems with one or more of your children and are considering what roles, if any, they should have in your estate plan, there are a number of strategies for addressing these scenarios. Continue reading
Say your spouse is living in a nursing home because of advanced Parkinson’s. Your spouse is currently receiving Medicaid benefits to pay for the high cost of that care. If you were to pass before your spouse, you wouldn’t want your spouse to inherit all your life savings, no matter Continue reading
George and Ginny had a great marriage, with an extended family to whom they wanted to leave everything when they passed. Unfortunately, Ginny was then diagnosed with cancer. She began to worry: What could happen if she died before George did, and George remarried? Or vice versa? Continue reading
Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing Continue reading
Providing care for a senior family member, particularly long-term care, can bring about lost wages and missed opportunities for the caregiver. A report by Genworth entitled Beyond Dollars 2018 shows that although statistically having to miss work to provide care is down 7% from 2015, Continue reading
A 3-Step Guide to Planning for a Troubled Adult Child
The Opioid crisis is all over the news. Families are being destroyed and people are dying. It’s not just Opioids causing problems. In places like Colorado where recreational use of marijuana has been legalized, emergency room Continue reading
Harry and Wanda got married late in life. This was their second marriage, and both had children from the prior marriages. The couple wanted their children to inherit from their respective parents, so Harry and Wanda signed a prenuptial agreement to keep their property clearly separated. Continue reading
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving Mom or Dad to an assisted living or nursing home, in-home care can provide a solution that makes everyone happy— your parent can stay at home in Continue reading
This month’s article comes from Monica Stanley. Monica is a financial advisor for families and small business owners with Edward Jones. She discusses why women business owners need retirement plans.
If you’re a woman who owns a business, you’ve got plenty of company. In fact, women Continue reading
Happy New Year! I hope that everyone had a wonderful holiday season.
I’m starting the year off with an article that will hopefully get you thinking about the visit home you might have had over the holidays.
Being a caregiver can be overwhelming and exhausting. Also, consider 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 |