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Power of Attorney

The Importance Of Advance Directives In Texas Estate Planning

Leave a Comment / Estate Planning, Power of Attorney / /

The most basic reason for estate planning is to ensure that an individual’s wishes are carried out during incapacity and after their death. To do this, there are various legal documents and varying strategies that can be used, depending on the individual’s wishes, financial situation, and circumstances. One important aspect of estate planning involves legally […]

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Elder Law And How To Have All Affairs in Place Before it’s Too Late

1 Comment / Estate Administration, Estate Planning, Long Term Care, Medicaid, Power of Attorney, VA Benefits / /

The Manchester Living Podcast’s Brian Levy recently hosted Jeff Kort, a Dallas-area financial advisor, and myself, Steve Holman, to discuss the ins and outs of elder law. You can watch the video right here, or look below for 5 important takeaways from our conversation.

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How to Prepare For The Unexpected With a Last Will And Testament

Beneficiaries, Estate Planning, Power of Attorney, Trusts, Wills & Trusts / /

Did you know that you need more than a last will and testament to have a complete estate plan? Otherwise, the plans you’ve put in place may never see the light of day. A will covers your estate after you pass away, but who’s in control of your assets while you are alive but unable to make decisions for yourself?

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power of attorney document for medical directives

5 Essential Steps To Establish Medical Power of Attorney Today

1 Comment / Estate Administration, Estate Planning, Power of Attorney, Wills & Trusts / /

5 Steps to Take to Set Up Health Care Documents, Including a Medical Power of Attorney, in Dallas, TX:
1. Identify trusted individuals as a power of attorney
2. Discuss your plan with those individuals
3. Find an elder law attorney who is licensed in the state of Texas.
4. Sign and deliver your medical directives
5. Stop worrying and live your life

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Senior Adults and Identity Theft – How to Protect Against It

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Senior adults can be more susceptible to identity theft than others. Identity theft is a crime that is on the rise. It involves a criminal stealing personal identifying information to create a new identity or to steal money from the victim. Senior adults are targeted for a few reasons. One reason is that they often

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Caring for adult children and aging parents

Modern Families – Caring For Our Aging Parents And Adult Children

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The New Normal is adult children who take care of parents—and parents who take care of adult children  Many of us travel when we can to visit family we have not seen in a while. This family may be aging parents, or grown children who have started families of their own. Some of us, however,

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Updates to the Texas Financial Power of Attorney

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The Texas legislature created a standard,  statutory form for the durable power of attorney.  This is also known as a Financial Power of Attorney.  This document, along with a Medical Power of Attorney, addresses circumstances when an individual is unable to make decisions for themselves.  Individuals who execute these documents  help their families avoid spending

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