Health and Education Exclusion Trusts (HEET)
Aug 18, 2014
The Health and Education Exclusion Trust (HEET) is a dynasty trust intended to pay medical and tuition expenses of persons two or more generations younger than the person who creates the trust. These...
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Types of Ancillary Documents
Aug 18, 2014
When many people draft their Last Will and Testament or Living Trust, they often don't take into account any of the supplemental legal documents that bolster their wishes and ensure specific plans are...
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Veterans' Benefits Planning FAQ
Aug 18, 2014
More often than not, veterans walk away from their time of service without fully understanding what benefits are available to them. The following are answers the most common questions about planning w...
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Medicaid Planning Frequently Asked Questions (FAQ)
Aug 14, 2014
Planning for Medicaid is not really something any of us have in the forefront of our minds when planning for our future and eventual retirement, and while many of us will never need it, it’s always go...
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Planning for a Disability
Aug 14, 2014
No one likes to think about the possibility of their own disability or the disability of a loved one. However, the statistics are clear that we should all plan for, at the very least, a temporary dis...
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What is an Ethical Will?
Aug 14, 2014
If you’ve had more than one spouse, you have special financial and estate planning needs, especially if you have children with each spouse. The best way to have a smooth transition upon disability or...
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Top 12 Estate Planning Mistakes in Texas
May 01, 2013
Top 12 estate planning mistakes that people make. How to detect and avoid these mistakes....
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