6 postmortem strategies for revitalizing an estate plan
Estate planning is an inexact science. No matter how much time and thought you put into a plan, changing tax laws and personal circumstances can hamper its ability to achieve your objectives. Fortunately, there are postmortem Continue reading
Estate planning, which can range from a non-complex Will or trust to sophisticated asset protection and dynasty planning and Powers of Attorney for Property and for Personal Care, is a subject that many of us avoid thinking about let alone discussing. More people than I would have Continue reading
Our mortality is often very difficult for us to discuss even with the people who need to know our wishes the most. Too often I see clients who think that estate planning means they are just dealing with who gets their stuff when they die. Who gets what when is just one aspect of Continue reading
A private annuity can be a powerful strategy for passing assets to heirs in a tax-efficient manner. It involves transferring property to children or others in exchange for their unsecured promise to make annual payments to the transferor for the rest of his or her life. This article Continue reading
How can young, affluent people plan their estates when the tax landscape may look dramatically different 20, 30 or 40 years from now? Today, the current gift and estate tax exemption is high and the estate tax rate slightly higher than the income tax rate — but that could change in Continue reading
It’s a good idea to discuss any planned gifts with charities before finalizing plans. This is particularly important for donations that place restrictions on the charity’s use of the gift, as well as donations of real estate or other illiquid assets. Many charities are reluctant Continue reading
The elderly and disabled are prime targets for abuse. The sad truth is that the abuse usually comes at the hands of a family member. If you care about someone who is elderly or disabled this article might be of interest to you. Eventhough assisted suicide isn’t legal in Texas, Continue reading
I’ve done several postings on managing digital assets but from a more sterile perspective. This is the story of a woman and her mother and an example of what managing someone’s digital assets looks like.
Rev. Amy Ziettlow: What Does Managing a Loved One’s Digital Legacy Look Like?.
Cost and quality of care are top of mind when looking at care facilities for parents. Take a look at some differences between for -profit and non-profit institutions.
The quality gap at elder-care homes – Encore – MarketWatch.
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.
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