A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Learn about two common senior living types—assisting living and memory care—and how to determine the best care for your elderly parent or spouse.
Older adults have been hit hard. 95% of all coronavirus deaths in the U.S. involved a patient who was at least 50 years old, according to data from the Centers for Disease Control and Prevention. Older adults are also more likely to suffer from the virus’s lasting effects, commonly known as long COVID.
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
A will is a legal document that spells out the distribution of your assets and how your children will be cared for at your death. Probate is a process used to prove a decedent’s will is valid and to supervise the handling of their estate.
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
In a lawsuit filed by Stacy Alley in a Tom Green County District Court, the woman alleges that her brother, Michael Gene Mowrey, ‘threatened her, by stating he was going to cut her throat and kill her.’
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
3000 County Road 42 W. Suite 310
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