Monthly Archives: October 2011

Estate planning? How to make the most of your money

The Dallas Morning News published the following article in its Seniors section today.  I thought it was good and worth reprinting here. (ARA) – When it comes to financial planning, making smart investments and planning for the future aren’t your … Continue reading

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Beneficiary Designations

Many people think of estate planning as simply doing a will or maybe a trust. But estate planning is much more than that.  It may include designating guardians for minors or incapacitated individuals; it may include powers of attorney and … Continue reading

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Planning After the Loss of a Spouse is Important

The loss of a spouse, whether anticipated or not, is an extremely emotional time.  It is not a time when we naturally think about planning, but planning is something that needs to be addressed shortly after such an event.  Of … Continue reading

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Living Wills May Help Curb Costs

Advance directives, such as living wills, that many of you execute as part of your estate planning could be a powerful tool for controlling costs in end-of-life care.  Earlier this week researchers reported that advance directives specifying limitations in end-of-life care … Continue reading

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Five Reasons You Don’t Need a Will??

Often in a social setting, when someone has found out what I do for a living, I will hear the half question/half statement, “I don’t need a will!”   More often than not I sense that the individual is really seeking … Continue reading

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