Insights from the East Texas Frontlines

With higher education becoming more expensive every year, families are seeking ways to save. One option is a 529 plan. These investment plans allow families to put money away for a child’s future...

It costs a lot to miss out on discussing your adult children’s inheritance with them. Managing their expectations as they make their financial plans and knowing their general inheritance situation...

Having an estate plan is critical for everyone, but especially for families with minor children if a medical emergency results in incapacitation or death. While it’s difficult to think about what...

Pets are one of the greatest joys and comforts in a person’s life, and they are likely considered to be important members of the family. Since you love them, you give them the best life you can....

It can take many months for your Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) application to be approved or denied; first-time applicants are often denied...

Planning for our end-of-life is a difficult topic. Most of us don’t like to think about or discuss it. Without planning, we will have fewer options, and things may not go as well as we would like...

It is common for people to communicate their wants and needs, but some people lose this ability as they age, become injured, or become ill. When this happens, they need someone they trust to...

Assets or wealth are transferred from one person or entity to another via wealth transfer. The transfer can happen either during your lifetime or after your death. Wealth transfer strategies use...

Assuring your loved ones are taken care of after you pass away is one of the purposes of an estate plan. It requires organization and strategy and begins with five key legal documents that can...

In most cases, people don’t want to think about their own death, so they avoid the subject. However, since they don’t want to discuss it, they don’t make plans for what they want to happen after...