Thinking about pulling up stakes when you retire? Review this checklist of financial concerns first. Moving during retirement is not just about the scenery. You need to understand the full financial impact that can come from relocation to or from Houston. Morningstar’s recentarticle, titled “6 Questions to Ask Before Relocating…
Let's take a closer look at what a life estate is and how using one could help you save your family home. Home is where the heart is. The thought of losing your home can be devastating. What options do you have to prevent this from happening? Motley Fool’s recent…
Here are six suggestions to help prepare for some of the most common stressful situations that can occur during elder care. The role of an elder caregiver is not an easy one, and many Houston seniors find themselves taking on this role without any preparation. A recent Forbes article, “6…
"If you get a claim denial, always contact your doctor or hospital to see if they can help you through the appeal," said Shirley Whitenack, president of the National Academy of Elder Law Attorneys and a partner with law firm Schenck, Price, Smith & King. Larry Tocco retired last year…
The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this bill is passed by the House and…
At some point, everyone needs to consider estate planning. It’s time to create an up-to-date estate plan when you experience one of these life events. Think estate planning isn’t for you? Think again! And it’s not just a one-time deal; changes in your life should result in changes to your…
Actually the trusts are Crummey trusts named after one D. Clifford Crummey who won a decision in the Ninth Circuit in 1968, when I was just a high school lad. Israel and Erna Mikel were just in Tax Court showing how powerful the Crummey power can be as they used…
“We are delighted to inform the public that the court has appointed Bobby Brown and Pat Houston as co-guardians of Bobbi Kristina Brown (‘Krissi’),” read a statement issued by David Long-Daniels, counsel for Pat Houston and Cissy Houston, and Christopher Brown, an attorney for Bobby Brown. “Both Mr. Brown and…
There are several corners of your financial life that can be simplified through consolidation. If you feel like your finances are all over the place and hard to manage, you just need to take a moment to de-clutter and get a system going. Also, it’s ok to ask for help!…
"A lot of people think this is just about elderly parents, but it's a big issue for people with adult children away at school or on their own as an unmarried adult," said Carnick, president of Carnick & Kubik Personal Wealth Advisors. "Who's going to speak for them if they…