Paying for Long-Term Care: A Financial Planning Guide for Texas Residents
As we get older, it’s not just our health that needs attention—it’s our finances, too.…
Handling Disputes Among Heirs in Texas: Strategies for Avoiding Conflict
Disputes among heirs can quickly turn into emotional and legal battles, causing unnecessary stress, financial…
Maximizing Your Inheritance: A Guide to Smart Wealth Management
We are currently witnessing one of the largest transfers of wealth between generations in history,…
Protecting Your Wealth with a Spousal Lifetime Access Trust (SLAT) in Texas
Estate planning is about more than just deciding who will inherit your assets—it’s about protecting…
The Older Americans Act Needs Renewal—Here’s Why It Matters
Since its introduction in 1965, the Older Americans Act (OAA) has played a crucial role…
Top 10 Questions About Assisted Living
As we and our loved ones age, considerations for long-term care become a critical part…
Family Limited Partnership 101: What It Is and How It Works
A Family Limited Partnership (FLP) is a legal structure that enables family members to combine…
Family Caregiving Support: A Growing Movement
Caregiving has become a critical public health concern as the U.S. population continues to age…
Cognitive Impairment Planning: Steps to Prevent Elder Financial Abuse
Experiencing some level of cognitive impairment is a common part of aging as we grow…
Addressing Digital Assets in Your Estate Plan
In the digital age, our lives are increasingly intertwined with technology. From online banking and…
2025 Tax Planning: IRS Updates Gift and Estate Exemptions
The Internal Revenue Service (IRS) has officially released its annual tax inflation adjustment figures for…
Building an Estate Plan for Adult Children with Disabilities
As many parents know, the needs of children with disabilities evolve significantly over time. For…