By Craig Watson Most people who have worked hard all their lives to accumulate assets generally desire those assets to be left to their children in the most beneficial way. However, for some adult children, […]
By John J. Checki Jr., CPA, CFP®, CRC® and J.J. Checki III A client asked, “We have worked hard. We had and educated our kids, and are enjoying our grandchildren. Heck, we have been saving […]
Courtesy Leu & Peirce, PLLC May is “National Elder Law Month,” a national initiative sponsored by the National Academy of Elder Law Attorneys (NAELA) designed to spotlight seniors and the issues they face. NAELA was […]
By Glen McKenzie If you’ve lived in North Texas for any length of time, you’ve seen the tremendous growth in this market. In fact, over the last few years, home inventory has been extremely tight. […]
Contrary to popular belief, effective estate planning is not a simple, one–time event. It is a complex and ever-changing process that involves several areas of law. Additionally, the participants involved and the tools used […]
Courtesy Leu & Peirce, PLLC Healthcare Advance Directives are a vital part of your estate plan. Each of the advance directives plays a distinct role in ensuring that when the time comes, your healthcare wishes […]
By Glen McKenzie Your wallet can easily become cluttered with loyalty cards, coupons, cash, checks, store credit cards and a host of identification cards. Not only is an over-stuffed wallet a hassle to carry, it […]
By Craig Watson Eddie and Martha and their three small children were driving home one night when a drunk driver swerved into their lane causing a fatal collision. Eddie, Martha, and their baby died that […]
By John J. Checki Jr., CPA, CFP®, CRC® and J.J. Checki III One of the biggest concerns of people approaching Medicare age is health care costs, especially LTC (long-term care.) It’s scary at first […]
By John J. Checki Jr. and John J. (J. J.) Checki III Hope your day is going well and we are both filled with passion and purpose. After many years of experience and research, I […]
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