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Category Archives: Financial & Legal

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Avoid Tax Identity Theft

It’s National Tax Identity Theft Awareness Week.  This is a topic that I, unfortunately, have had personal experience with.  A few years ago, before I had filed my tax return for the year, I received a letter in the mail alerting me that someone had filed a tax return using my social security number.  Since […]

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When Should You Update Your Estate Planning Documents?

  As we begin a new year, it’s a good time to think about your will and other estate planning documents .  Have there been any changes in your situation that would warrant changes?  Here are a few things to consider: Has there been a change in your marital status?  If you’ve recently married, divorced, […]

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Avoid Being Taken by the Grandparent Scam

Imagine a frantic call in the middle of the night.  The caller on the other end of the line claims to be your grandchild or their friend, or maybe even a member of law enforcement or an attorney.  They tell you there is an emergency and inform you that they need money right away to […]

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Your Guide to Property Tax Exemptions for Seniors in Texas

Property Tax exemptions can save you a good chunk of money.  In Texas, there are several types of exemptions that can help seniors.  Let’s take a look at what is available to those 65 & older. Homestead Exemption: Residence homeowners of any age are allowed a $25,000 homestead exemption from their home’s value for school […]

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Top Ten Scams that Target Seniors and How to Avoid Them

Seniors are often targets for scams and fraudulent business practices.  Con artists target the older population because they often have a “nest egg” and because those who grew up in the 30’s, 40’s and 50’s were generally raised to be polite and trusting. These scammers know how difficult it is for many from this “greatest generation” to say “no” and will exploit […]

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