DOES THIS MEDICAID PLANNING STRATEGY MAKE SENSE?
In a bid to qualify for Medicaid Benefits, some seniors may consider gifting large assets, such as their homes, to...
test-standard
test-standard
test-standard
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test-standard
test-standard
January 24, 2023
Estate Planning
Estate Planning
WHAT IS A PAY-ON-DEATH ACCOUNT?
A Pay-On Death account is an estate planning tool that allows an individual to pass money to family or loved...
January 20, 2023
Estate Planning
Estate Planning
UNDERSTANDING CAPACITY REQUIREMENTS FOR ESTATE PLANNING
In Texas, to create a proper estate plan, you must have the necessary mental capacity to execute a legal document....
September 21, 2021
Estate Planning, Guardianship, Trusts, Wills
Estate Planning, Guardianship, Trusts, Wills
WHEN SHOULD YOU UPDATE YOUR WILL?
When you create a will, you outline your wishes for the division of your property after your death. You can...
September 16, 2021
Tax & Accounting, Tax Law
Tax & Accounting, Tax Law
SUMMARY OF THE BIDEN ADMINISTRATION’S PROPOSED FEDERAL TAX CHANGES
On Monday, September 13, a tax bill was sent to the House Ways and Means Committee. Notably, there was no...
September 8, 2020
Estate Planning
Estate Planning
COMMON BAD EXCUSES FOR PUTTING OFF ESTATE PLANNING
In 1771, George Washington famously wrote to Harriot Washington, “It is better to offer no excuse than a bad one.”...