If my pension is denied and I’m told I’m not eligible for a certain benefit or pension, is there anything that an attorney may be able to help me with to clarify my answers so that I do become eligible? If you are a veteran, you know that the VA will allow a denied...
Year: 2012
Veterans: Qualifying For Benefits
The sacrifices made by our wartime Veterans and their spouses can never be truly recompensed. The freedoms we enjoy because of our Veterans can never be assigned a value that would be a true representation of its worth. Our Country has not been the most progressive...
Birthdays and Balloons
One of my client’s gave me some ideas for Karen’s birthday surprise that made me so excited to plan it! She would NEVER guess, and it would make the gap between her “wild and crazy” escapades/surprises and mine a teeny bit smaller. She had no idea where we were...
Not Too Late To Let Someone Know
April 16th was National Healthcare Decisions Day. The point of this “holiday” is to encourage adults to share their private wishes about medical care and end-of-life decisions. Way too many adults harbor the mistaken belief that their loved ones would “just know”...
The Importance of Planning Early
“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein, American author and Time Management Expert We plan to go on vacation. We plan to have dinner with friends. But when it comes to planning for how we will be taken...
Is it possible to legally plan to be eligible for certain benefits?
It certainly is legal, and it’s desirable that you do so. The government counts on the vast majority of folks to fail to plan who pay the bulk of additional taxes and lost benefits for the oversight. It’s entirely legal and people do it every day and through proper...
Billy Bob’s, Spring Training, and Texas Bar-B-Q
Well, I can’t believe it’s almost – depending on your persuasion – Passover and Easter again! I hope you all are planning a very nice holiday with your families. As we age and our parents age, for a lot of people, it’s more and more difficult to pay for long term...
Creating Liabilities Out of Love
There are some pretty basic reasons to carry life insurance. One of the top reasons we hear is that clients simply want to make sure that their loved ones will be cared for if the client dies other than “as planned.” That’s certainly fair enough. We all want to make...
Sending The Kids Off To College
Have you started thinking about the cost of a college education? Any good financial and estate plan should include provisions for financing the cost of education for your children. There are many options available to help you save for college, including college 529...
Graduation, Surgery, and Chips Ahoy!
I can’t help but think that soon… very soon… my daughter, Taylor, will be graduating high school. She’s not a senior this year, but time is going by much too fast! It’s such an exciting time for graduates. Full of excitement and anticipation about their futures as...