Medicaid for the Middle Class

Listen as Sandy discusses the exemptions and deductions allowed by Texas to preserve assets in the event of a Disability

Probate Avoidance

Learn about ways to handle your assets and avoid the costs, stress and delays of probate for your loved ones in the event of death.

Veterans Aid & Attendance

Learn about the tax free direct deposit benefit for war-time vets and their widows.

Essentials of Estate Planning

Learn about the Texas 6 core documents and others that may be necessary to preserve your assets in the event of a disability and Protect then for the next generation.

TRUSTS

All trusts are not created equal, learn the difference between revocable living trust, irrevocable asset protection trust, special needs trusts and more!

Asset Protection

Learn about your options in the event of a medical crisis.