Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
This is a friendly reminder that our office remains available for online consultations, online meetings, online document review sessions and complete virtual planning. Mr. McCammon is licensed in both Texas and California and meets with people who are residents in either State. We can discuss your goals and concerns, answer questions, and send documents for […]
We wish all of our family, friends and clients a very Happy Thanksgiving and holiday season. 2020 has had its challenges, we hope this time of year brings you some hope and cheer. Blessings from our family to yours!
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
Local Boerne estate planning attorney Shawn McCammon will be in Boerne covering Estate Planning basics and how to avoid common mistakes people make when it comes to their Will or Trust planning. He will be talking about the importance of getting a written plan in place so the state doesn't make all your decisions for […]
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
