File and Suspend: A Powerful Strategy for Maximizing Social Security Benefits

The file and suspend is a great strategy for a married couples looking to maximize their Social Security […]

What You SHOULD Do BEFORE Filing For Divorce!

Know someone planning to divorce? Have them update their Will, Powers of Attorney, and beneficiary designations PRIOR to filing. If they […]

Have You Had “The Talk”?

Okay, not that “talk”, but the other one; the one about what happens when you die or become […]

Documents For Divorce

If you, a friend, or a loved one is going through a divorce, what estate paperwork should you or they […]

May 2011 Newsletter

What You Need To Teach Your Young Adult, I Have A Will From Another State. Do I Need A Texas Will?, I Lost My Share Certificate. What Do I […]

December 2010 Newsletter

Estate Taxes in the New Year, and new 1099 Reporting Requirements under the new “Obama […]

Protecting Ourselves And Our Loved Ones, Personally And For Business

A. Personal Items We Should All Have:

Medical Power of Attorney
Statutory Durable Power of Attorney (for financial matters)

B. Personal Items We Should At Least Consider Having:

Directive to Physicians (also known as a “Living Will”)
Declaration In Event of Guardianship
Declaration In Event of Guardianship for Minor Children
Disposition of Remains

o   Life Insurance

What Will The New Year Bring For Estate Taxes?

An end of year deal was recently struck between Congress and President Obama to extend the Bush tax cuts for two years. The new law also provides estates up to a $5 million exemption from paying federal estate tax ($10 million exemption for couples), and set the estate tax rate at 35 […]

October 2010 Newsletter

Trick or Treat?, The Truth About Revocable Living Trusts, What Is A […]

The Truth About Revocable Living Trusts

I have received a number of calls recently from people that have been contacted by organizations pushing Revocable Living Trusts and trying to scare them with misinformation and half-truths. […]