Saturday, May 10, 2014
- The gift of sound mind: Suggest that she designate a backup guardian for any minor children, so she does not have to worry about “what if” situations.
- The gift of honored wishes: Help mom make a will.
- The gift of savings: Make sure mom knows about all the tax deductions she can get.
- The gift of giving: Make sure mom knows she can choose who to leave her life insurance policy and bank accounts to.
See, For the Moms, Your Texas Estate Plan, May 9, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.