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Category: Declaration of Guardian

The Able Act: A New Tool for the Special Needs Community

Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law.  The law is aimed at achieving a manner in which those with special needs can save money without losing needs based public benefits such as SSI or Medicaid. This is an important issue and perhaps Continue reading

Estate Planning for the Young and Affluent

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

An Overview of Long Term Care Options

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

The Cost of Dementia

The Staggering Costs of Dementia

 

Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling in numbers of people affected worldwide every 20 years. Dementia has affected the likes of Norman Rockwell, Continue reading

Parents of special needs child must plan financially for two generations | KyForward.com

No matter where you live if you have a special needs child, estate planning for your family has another dimension that needs to be addressed.  This article addresses some of the issues you need to start thinking about.  When you are already, contact my office and we will help you Continue reading

The Cost of Dementia

The Staggering Costs of Dementia

Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling in numbers of people affected worldwide every 20 years. Dementia has affected the likes of Norman Rockwell, Continue reading

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Euless, TX 76039

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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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