By Craig Watson A lot of people are interested in avoiding probate these days. Pete already had a Will but he read an article about how to avoid probate. He decided that’s what he wanted […]
By Craig Watson John’s parents were in their 90s. They had banked at Big Bank for most of their life. They even owned stock in Big Bank since it was listed on the NYSE. When […]
Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or your spouse and leave an inheritance for your family? […]
You Can Plan to Avoid a Crisis By Craig Watson, Texoma LIVING WELL Magazine Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or […]
Jack, a widower, passed away last year at the age of 92. He left an estate valued at $400,000. He was a veteran and relied on a Will that was provided to him free of charge by the military. […]
An Avoidable Tragedy By Craig Watson Don’s father, Al, was 68 years old and in average health. Don thought the world of his Dad. Don considered Al to be strong and organized, the family patriarch […]
Wise Advance Planning By Craig Watson, Texoma LIVING WELL Magazine Back in 2006, Hal and Barbara had an unsettled feeling, but they couldn’t determine why. They were in excellent health. Hal was 85 and Barbara […]
How Do I Protect My Disabled Child?
By Craig Watson, Texoma LIVING WELL Magazine
Grace is a sweet 69-year-old widow. Her husband died recently from a long illness. She has two children: a son, Todd, and a daughter, Kate. Todd is disabled and suffers from mental illness. Although Todd lives in his own apartment, he is unable to work. He receives Food Stamps, Supplemental Security Income (SSI) and Medicaid. […]
Adding Adult Child to Account Proves Costly
By Craig Watson, Texoma LIVING WELL Magazine
When Gail reached age 75, she took her children’s advice and put their names on her checking account so they could pay her bills in case anything ever happened to her. Her children were happily married to sweet spouses that Gail trusted. The teller at the bank was very helpful and Gail followed the teller’s suggestion regarding how to put her children’s names on her account. Gail had about $3,000 in her checking account, which represented all of her life savings. […]
Have You Received the Best Legal Advice?
By Craig Watson, Texoma LIVING WELL Magazine
Harry is a 78-year-old man whose beloved wife has had dementia for years. The couple’s children, while supportive, do not live near enough to help. […]
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