Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following…

Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…

Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium amount for your estate planning in Frisco, as you may…

A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea behind a QPRT when it comes to estate planning…

An executor is a person or entity you choose to carry out your last wishes outlined in your will. When it comes to estate planning, your executor should be someone…

Special needs planning in Frisco for your loved ones can be difficult to navigate. In January 2023, the U.S. Department of Housing and Urban Development (HUD) announced it would award…

Funds held in a properly drafted special needs trust (SNT) will not affect a Supplemental Security Income (SSI) or Medicaid recipient’s benefits. However, funds disbursed in a manner that violates…

An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a tool you may not have considered before, but it…

Special needs planning is more important than ever. Despite support from both sides of the aisle and appeals from disability advocates across the country, proposed legislation intended to offer greater…

When it comes to special needs planning, it is important to take note of Supplemental Security Income (SSI) beneficiaries. Supplemental Security Income (SSI) beneficiaries must comply with very stringent income…

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