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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
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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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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
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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
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