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
Category: Advisors
Women Business Owners Need Retirement Plans
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
Most Americans on Social Security Will See Increase of $4 to $5 in 2017
Most Americans on Social Security Will See Increase of $4 to $5 in 2017
Yes, you read that right. There will be a 0.3% cost of living adjustment (COLA) for those receiving Social Security and Supplemental Security Income (SSI) benefits in 2017. That means most Americans will receive Continue reading
Choosing the Wrong Executor
No matter how much effort is put into planning an estate, the plan won’t work smoothly if the wrong executor is chosen — or, if a living trust, the wrong trustee. This article discusses four common mistakes people make when choosing an executor or trustee.
Estate Planning Red Flag Continue reading
A Love Letter to Single Parents
9 Questions Single Parents Should Ask About Their Estate Plans
In many respects, estate planning for single parents is similar to estate planning for families with two parents. Single parents want to provide for their children’s care and financial needs after they’re gone. But when Continue reading
Hurst-Euless-Bedford Elder Lawyer Perspective: Legal Concerns for Caregivers
Many times, this means adult children who have been given power of attorney, as well as other loved ones who pitch in to help when something is needed.
These caregivers often spend so much time with the senior, they are privy to unpleasant situations such as family fighting or elderly Continue reading
Sharing Financial and Legal Information with Your Family in Hurst-Euless-Bedford, Fort Worth
Every family has its own approach when it comes to talking about financial and legal information. As a will and trust lawyer, I’ve seen everything from open and transparent conversations to those where discussions of money are considered taboo. In reality, families who are approaching Continue reading
ELDER LAW NOTES: Note Qualifications Needed for Executor
When a person decides to make a last will and testament, there are various duties which will need to be performed by others once the will has been probated. Whether choosing a trustee to manage money or perhaps a guardian over minor children, each position, along with the choices Continue reading
Probate: What is That?
Updated Sept 2016
Few estate planning subjects are as misunderstood as probate. People generally do not understand why it may be needed. I have come across many people who have heard horror stories about it and want to avoid it at all costs. In some circumstances, it is a very good Continue reading
Happy New Year!
It’s that time of the New Year where you might have made a resolution and may be diligently working on it. You may have thought to yourself during the holiday season, after having received my newsletter all year, “I will get my estate planning done in 2015”. The time is here! All Continue reading
