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Category Archives: Financial & Legal

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Seniors in Texas Can Defer Property Taxes, But Should They?

The Texas Tax Code, Section 33.06, allows taxpayers 65 years of age or older and homeowners with disabilities to defer property taxes on their primary residence homestead. But what does that really mean? Are the taxes waived? No, the taxes are not waived. They don’t go away. The tax deferral simply delays when the tax has […]

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Smart Senior Series Coming Back to Viridian in Arlington

Are you prepared for the next chapter of life? Have you thought about what is next for you? Where do you want to live? What preparations do you need to make? How you will pay for it? Wouldn’t it be great if you were educated about how to plan for your future, what’s involved in […]

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Senior Downsizing Experts Interviewed on All In with Bryan Weatherford

Ingrid and John Sullivan of Senior Downsizing Experts recently appeared on the “All in with Bryan Weatherford Show” on the BizTV Texas and BizVOD networks. The Sullivans discussed how assisting their own parents with moves led them to focus their business on helping older adults.  They also chatted with Bryan about their book, The Ultimate […]

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5 Things to Do After a Loved One Passes Away

When a loved one passes away, it’s an emotional time.   While your immediate focus should be on planning the funeral and spending time with family, there are business matters that should be taken care of as soon as possible.  Here is a list of a few of the things that might need to be handled: […]

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Planning for Digital Assets

We use computers, cell phones and voice mail every day. We bank, pay bills, shop, and socialize using the internet. We store our family photos and videos online.  So what would happen to all of those things if you suddenly became incapacitated or passed away? A Digital Asset Inventory is vital to making sure your […]

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