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Category: Uncategorized

7 Pieces of Information You’ll Need When Applying for VA Benefits

Posted on June 21, 2018 | by lwilcox

You are thinking of applying for your VA pension benefits. You have not done it yet, but you believe you are eligible and you want to get the process started.

You have also heard other people talk about getting denied for simple reasons and mistakes on their forms. You want to avoid Continue reading →

Posted in Uncategorized, Written Blogs | Tagged VA Benefits

Is A Special Needs Trust Better Than An Inheritance?

Posted on June 13, 2018 | by lwilcox

You are going to leave money behind to an individual with disabilities that prevent that person from working, and you are trying to figure out the best way to do it. Should you leave that person a direct inheritance or should you set up a special needs trust?

What you choose is Continue reading →

Posted in Uncategorized | Tagged Special needs planning

By 2050, 20 percent of Americans will be 65 or older

Posted on June 11, 2018 | by lwilcox

The number of Americans who are 65 years old or older has been climbing for decades, and it is predicted to keep doing so. Some believe that by 2050, one out of every five people in the country will be at least 65.

As noted, that’s part of a larger trend. In 1950, the 65-year-olds’ Continue reading →

Posted in Uncategorized | Tagged Estate Planning, long term care

Is It Time To Discuss Powers Of Attorney With Your Parents?

Posted on May 30, 2018 | by lwilcox

Maybe this is your aging parents’ situation: for all of their married life, your father has taken care of their financial affairs, from managing investments to paying the household bills. But your dad now has some minor health problems, and little warning bells have gone off in your Continue reading →

Posted in Uncategorized | Tagged Estate Planning

Ethics Of Planning for Public Benefits – Dallas

Posted on January 12, 2017 | by Tom

Posted in Estate Planning, Uncategorized, Video Blogs

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