Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for them. During Medicare’s Open Enrollment Period, which runs from October 15 to December 7, beneficiaries can freely enroll in or switch Continue reading
A number of tax proposals being considered in Congress could significantly affect gifting and estate plans for those with larger estates — over $3.5 million. If you’re in that category, you might want to meet with your estate planner to take advantage of gifting opportunities that Continue reading
Having a Estate Plan is super important, I get it, it’s easy to plan for the things we enjoy and that make us happy like vacations and getting together with family and friends. No one wants to think about let alone plan for the things that are inevitable but not fun like planning Continue reading
The GST tax exemption
A tool to generate future tax savings
The generation-skipping transfer (GST) tax can have harsh consequences. Those who take full advantage of GST planning strategies, however, have an opportunity to shield their wealth from tax and build a lasting legacy.
Passing Continue reading
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are more likely to have a last will and testament than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years.
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an estate planning attorney who can make sure your documents are tailored to your needs.
Mercedes Goosley owned a home in Pennsylvania. In 2013, she Continue reading
You shouldn’t. It is crucial to give legal authority to a person of your choice to care for your children if anything should happen to you. You don’t want your children to become wards of the court Continue reading
If you have an elderly friend or family member living in an assisted living or skilled nursing facility, it is important that you stay attuned to the signs of abuse to your loved one. The National Center on Elder Abuse reports the most common types of abuse include physical (29%), Continue reading
Americans are becoming more apt to travel by plane as new and better protocols addressing safety in the prevention of coronavirus transmission are put into place. Airports, airline personnel, and TSA agents are handling a huge increase in the number of airline passengers, according 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 |
