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Category Archives: Financial & Legal

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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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Understanding Powers of Attorney

Everyone has heard of a Power of Attorney but what exactly is it and what does it do?  Generally speaking, a Power of Attorney (POA) is a document that allows you to appoint a person or organization to act as your agent.  This person or entity, known as an attorney-in-fact, has the authority to manage […]

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Smart Senior Series Seeks to Educate and Empower DFW Seniors

Six class series tackles topics important to mature adults and their families Are you prepared for the next chapter of your life? Have you thought about what is next for you? How you want to live? What preparations you need to make? How you will pay for it? Wouldn’t it be great if you were […]

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The Secret to Owning Your Dream Home in Retirement

Guest post by David Leslie Are you on the plus side of 62? Have you dreamed of buying a new, low-maintenance home in a neighborhood close to friends and family with upgraded features and energy efficient appliances? How does a one-story home in a community with walking paths, a club house and planned activities for […]

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