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Category Archives: Financial Planning
Seven Reasons Why Everyone Should Have a Will
Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death. As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading
Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills
Tagged agent, beneficiary, community property, death, estate planning, executor, Medical Power of Attorney, trust, will
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Do You Have a Hidden Will?
Will beneficiaries are sometimes surprised to discover that although their deceased loved one had great wealth and although the beneficiaries were properly named in the decedent’s Will, they will receive nothing because of a “HIDDEN WILL.” (And by the way, … Continue reading
Posted in Beneficiary designation, Estate Planning, Financial Planning, life insurance, Probate, Wills
Tagged bank account, beneficiary, estate planning, IRA, life insurance, probate, trusts, wills
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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
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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
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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
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