Holding your bank accounts properly can help protect your money while making sure that it passes to the people you plan, all without the need for probate – at least with regard to the bank accounts.
We usually think of life insurance as something which will help our family when we are gone. Sometimes it is possible for the life insurance to benefit us, and them, while we are alive.
A Durable Power of Attorney is a powerful – and a dangerous – document. While it does not deprive you of access to your funds, it gives the person you name equal access. Explore strategies to safeguard your finances, address cognitive decline concerns, and make informed decisions.
Retirement involves more than just cash flow. Understand the importance of health and the necessity of preparing for declines in Social Security, Medicare and Medicaid.
In Texas, you need never lose your home to qualify for Medicaid. Learn how to pass the title of your home on death, free of probate and Medicaid estate recovery.
Relying on Social Security for retirement income and the rising costs of living can be challenging. How do you have financial assets to leave your children?