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HomeFinance & Planning

Finance & Planning

living trust
Articles

So…You Heard a Radio Ad About Living Trusts?

January 5, 2015 LIVING WELL Magazine Comments Off on So…You Heard a Radio Ad About Living Trusts?

Author: Craig Watson During the last several years, Revocable Living Trusts have been increasingly marketed by radio commercials advertising internet websites. In addition, many retired citizens have been inundated by telephone solicitations and direct mail […]

Articles

Medicare Changes for 2015

December 30, 2014 LIVING WELL Magazine Comments Off on Medicare Changes for 2015

What Do You You Need to Know about Medicare Changes in 2015? By Tucker Thompson Because of the impact that some of these changes can have on both your healthcare and checkbook, thorough reviews are […]

Articles

Stone Wealth Management on Paving the Road to Retirement

October 29, 2014 LIVING WELL Magazine Comments Off on Stone Wealth Management on Paving the Road to Retirement

Paving the Road to Retirement By Stone Wealth Management, Texoma LIVING WELL Magazine How do you envision your retirement? It’s about more than numbers. It’s also about goals and dreams––in short, what’s important to you? […]

Articles

Don’t worry (too much) about outliving your money

October 20, 2014 LIVING WELL Magazine Comments Off on Don’t worry (too much) about outliving your money

Don’t worry (too much) about outliving your money Courtesy Portfolio Solutions, LLC, North Dallas LIVING WELL Magazine Money is finite while death is permanent. However, people ages 44 to 75 fear outliving their money more […]

Articles

Elder Abuse––Could Someone You Know Be a Victim?

September 8, 2014 LIVING WELL Magazine Comments Off on Elder Abuse––Could Someone You Know Be a Victim?

Elder Abuse––Could Someone You Know Be a Victim? Courtesy DATCU Credit Union, Denton County LIVING WELL Magazine Denton County is the ninth largest county in the state of Texas having increased in population by 53% […]

Articles

How to avoid the 8 most common mistakes executors make––The Ashmore Law Firm, P.C.

September 5, 2014 LIVING WELL Magazine Comments Off on How to avoid the 8 most common mistakes executors make––The Ashmore Law Firm, P.C.

The 8 Most Common Mistakes Executors Make…and how to avoid them Courtesy The Ashmore Law Firm, P.C., North Dallas LIVING WELL Magazine There are many thankless jobs out there, however one such job that people […]

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Articles

Basics for Medicare Patients II––Tucker Thompson

September 3, 2014 LIVING WELL Magazine Comments Off on Basics for Medicare Patients II––Tucker Thompson

Basics for Medicare Patients II By Tucker Thompson, Collin County LIVING WELL Magazine What are some of the differences between traditional Medicare Supplements and Medicare Advantage Plans? Medicare Supplements––Freedom to choose any hospital or doctor […]

Articles

What is a Durable Power of Attorney and Who Needs One?

July 18, 2014 LIVING WELL Magazine Comments Off on What is a Durable Power of Attorney and Who Needs One?

By Lori A. Leu & Erin W. Peirce, Collin LIVING WELL Magazine Many people understand they need a Will to control the distribution of their assets after they die.  However, the most important estate planning […]

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Articles

Five Keys to Investing For Retirement–Landmark Bank

July 14, 2014 LIVING WELL Magazine Comments Off on Five Keys to Investing For Retirement–Landmark Bank

Five Keys to Investing For Retirement Courtesy Landmark Bank, Texoma LIVING WELL Magazine Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your investment knowledge. The following basic rules […]

Articles

Do I need a trust?––The Ashmore Law Firm

June 19, 2014 LIVING WELL Magazine Comments Off on Do I need a trust?––The Ashmore Law Firm

Trusts can be created to take affect only upon death, or they can be created and take effect while you are living. A Trust is a nonprobate asset and disposes of those specific assets placed in the Trust. […]

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