-
-
Recent Posts
Categories
- Advance Directives
- Beneficiary designation
- Charity
- Community Property
- Debts
- deed
- digital assets
- Divorce
- Elder Abuse
- Elder Care
- Estate administration
- Estate Planning
- Estate Tax
- Exempt property
- Family Allowance
- Financial Planning
- Firearms
- Firm News
- Funeral
- Gift Tax
- Guardianship
- HIPAA
- Homestead
- Income Tax
- Inheritance
- IRS
- life insurance
- Marital Agreement
- Power of Attorney
- Probate
- Safe
- Safety Deposit Box
- Scams
- Separate property
- Special Needs Issues
- Special Needs Trust
- Tax
- Terminal care
- Trusts
- Uncategorized
- Will challenge
- Wills
Archives
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- January 2018
- December 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
Blogroll
Follow Us!
Feeds
Category Archives: Financial Planning
Estate planning? How to make the most of your money
The Dallas Morning News published the following article in its Seniors section several years ago. I thought it was good and worth reprinting here. (ARA) – When it comes to financial planning, making smart investments and planning for the future … Continue reading
Posted in Estate Planning, Financial Planning, Trusts, Wills
Tagged estate, estate planning, financial advisor, life insurance, trust, wills
Comments Off
Help Your Executor!
Imagine this: You have just been told your friend or family member just passed away and they wanted you to handle their affairs. Where do you start? Do you know where they live? Do you know how to get in … Continue reading
Posted in Advance Directives, deed, digital assets, Estate administration, Financial Planning, Funeral, life insurance, Power of Attorney, Probate, Safety Deposit Box, Wills
Tagged bank account, beneficiary, digital assets, estate planning, funeral, income tax, life insurance, wills
Comments Off
Long Term Care Planning
Have you been pondering how to cover the cost of long term care? Long term care insurance is one way many people choose to protect themselves against the cost of long term care at home or in nursing facilities. Whether … Continue reading
Posted in Elder Care, Estate Planning, Financial Planning, Uncategorized
Tagged caregiver, elder care, estate planning, long term care insurance
Comments Off
Debts After Death
Dealing with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on the deceased person’s debts – most frequently credit card debts. But can a bank collect a credit card … Continue reading
Posted in Community Property, Debts, Financial Planning, Inheritance, Probate, Separate property, Trusts, Wills
Tagged bank account, beneficiary, community property, executor, inheritance, probate, separate property, trusts, wills
Comments Off
Planning for the Long Term
As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our expenses … Continue reading
Posted in Debts, Elder Care, Estate Planning, Financial Planning, life insurance
Tagged elder care, estate planning, financial advisor, life insurance, long term care insurance, long term planning
Comments Off
RSS - Posts