Many veterans and family members are aware the VA pays for burial expenses. However, often families over estimate how much the VA will pay for burial expenses. This post discusses who is eligible for VA burial benefits and how much the VA will pay.
Veterans, spouses, and dependents Continue reading
Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This article walks through the steps, including locating the loved one’s will or living trust document; conducting an inventory of assets and liabilities; and attending Continue reading
HAPPY NEW YEAR
The top five New Year’s Resolutions for 2014 and 2015 were:
Were any of those one of your Resolutions? I don’t normally make Continue reading
Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples often overlook the impact of divorce on their estate plans. But neglecting to update a plan can lead to unintended consequences. This Continue reading
One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood. It is an emotional and unpleasant topic to broach, but helping those Continue reading
I know that most folks out there think that now that the estate tax exemption is just over 5 million dollars, they don’t need to worry about doing any planning. While it is true that the 5 million dollar estate tax exemption means that probably 99% of people will not have to worry Continue reading
A health care directive allows one to communicate their preferences, in advance, for medical care in the event they’re incapacitated. Directives go by different names, including living wills, advance medical directives and directives to physicians.
Estate Planning Red Flag
You haven’t Continue reading
On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delivered an eye-opening presentation entitled “Maximizing Social Security Income for Dual Income Boomers.” His message was so novel and Continue reading
In addition to being a viable option to reduce health care costs, Health Savings Accounts (HSAs) can positively affect estate plans because they grow on a tax-deferred basis. This article describes how an HSA works and the benefits it provides. It also compares HSAs with IRAs in regard Continue reading
Last year the estate tax exemption amount was increased to $5 million (returns to $1 million in 2013 unless Congress acts sooner). If your net worth is under this threshold, you might be thinking you can put off estate planning. From a tax-planning perspective, the increased exemption 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 | By Appointment Only |
| Sat/Sun | Closed |