Fort Worth Estate Planning

Fort Worth Estate Planning Many people mistakenly believe estate planning is only for wealthy families and large estates. Every

Have a safe, healthy and prosperous 2022!!"Don’t live the same year 75 times and call it a life." ~Robin Sharma
12/31/2021

Have a safe, healthy and prosperous 2022!!
"Don’t live the same year 75 times and call it a life." ~Robin Sharma

A good resource for families who have a loved one with Alzheimer's:
12/20/2021

A good resource for families who have a loved one with Alzheimer's:

Looking for respite care or help with Alzheimer's caregiving? Learn about supportive resources like home care, adult day care, meal services, and hospice.

Here are some great ideas for holiday fun in Dallas:
12/17/2021

Here are some great ideas for holiday fun in Dallas:

Celebrate the 2021 Christmas holiday season with events, concerts and activities in Dallas throughout December. Find Christmas events near you, including Dallas traditions like 12 Days of Christmas at the Arboretum and the toy trains at Northpark Center.

CNBC: More Americans see inflation as the biggest risk to their retirement plans...
12/16/2021

CNBC: More Americans see inflation as the biggest risk to their retirement plans...

About 25% of Americans see rising prices as the greatest retirement threat, up from 8% last year, according to a survey from Allianz.

Here’s how much your Social Security check will increase in 2022>>>
12/15/2021

Here’s how much your Social Security check will increase in 2022>>>

The Social Security Administration announced the new COLA for 2022. Here's how much more money will be in the average benefit check.

Everything You Need To Know About Applying For Probate:
12/14/2021

Everything You Need To Know About Applying For Probate:

Beyond - Compare funeral director prices and services. Find the best funeral directors, compare funeral prices and services. Book online from the comfort of your home. Get connected with traditional independent funeral directors to provide you with support and guidance on what to do when someone die...

Do you wonder why gas prices are so high?
12/07/2021

Do you wonder why gas prices are so high?

Gas prices are the highest they've been in seven years. Demand is up, domestic supply was hit by a hurricane — and then there's overseas production.

Tax Prep: A little advance work will save you time and money.
12/03/2021

Tax Prep: A little advance work will save you time and money.

Whether you do your own taxes or pay a professional, these steps can make the process go more smoothly.

How to get a Power of Attorney for your loved one:
12/01/2021

How to get a Power of Attorney for your loved one:

FreeWill lets you make your last will and testament quick, easy, and completely free. It is a simple online legal will maker that helps you compile will forms to print and sign, or to take as a basic will template to an estate planning lawyer. FreeWill is built alongside will making experts.

Something to consider as we move into the holidays...
11/22/2021

Something to consider as we move into the holidays...

Taking the emotions out of death and finances

Steps You Must Take Five Years Before Retirement:
11/18/2021

Steps You Must Take Five Years Before Retirement:

Planning for retirement does not have to be as daunting as it may seem. Follow these short-term steps to improve your retirement.

Address

101 Summit # 400
Fort Worth, TX
76102

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18173327393

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