FREE DOWNLOAD
How to Transition a Loved One into Long-Term Care
The US Department of Health and Human Services states that if you are age 65 or older, you have about a 70% chance of needing long-term care at some point.
PLANNING RESOURCES
Planning resources for Houston families
Practical guides on estate planning, elder law, and long-term care, written for the people who need them most.
FREE DOWNLOAD
Estate Planning for the Sandwich Generation
Are you trying to juggle raising your kids, working, trying to take care of yourself, and now caring for an aging parent? That makes you part of the Sandwich Generation.
FREE DOWNLOAD
Long Term Care Workers Guide
Take the first steps in aiding your patients' long-term care needs with our guide for Texas nurse case managers, discharge planners, and social workers.
COMING SOON
Cross-Border and Expatriate Estate Planning Guide
A practical guide for US citizens and permanent residents with assets in both the United States and Mexico. Covering cross-border trust structures, bi-national asset ownership, and planning strategies for the Texas-Mexico community. In preparation.
THE PLANNING LIBRARY
Evergreen guides, built around the decisions families and business owners actually face.
Three guides are available today. The rest are in preparation; ask and we will share an early copy or answer the question directly.
- In preparation
Estate Planning Checklist
The documents most Texas adults need and how to keep them current.
Request an early copy - In preparation
Business Succession Planning Guide
Who leads next, who owns next, and how the transition is funded.
Request an early copy - Available now
Preparing for Long-Term Care
See "How to Transition a Loved One into Long-Term Care" above.
Get the guide - In preparation
Executor Handbook
What an executor is responsible for in Texas, step by step.
Request an early copy - In preparation
Guardian Selection Workbook
Questions to work through before naming a guardian for a child or a parent.
Request an early copy - In preparation
Emergency Family Binder
Where everything is, and who to call, when a family needs it fast.
Request an early copy - In preparation
Moving to Mexico Planning Guide
Residency, property and estate questions to settle before the move.
Request an early copy - In preparation
Cross-Border Estate Planning Guide
How a US plan and a foreign plan work together.
Request an early copy - In preparation
Annual Family Planning Review
A yearly check of what changed and what the plan should say now.
Request an early copy
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WHY THESE GUIDES
Practical information, at no cost
Each guide was written specifically for Houston-area families and professionals navigating long-term care, elder law, and estate planning questions. They are offered freely because well-informed clients make better decisions, and better decisions lead to better plans.
The guides are for general informational purposes only and do not constitute legal advice.
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Guides provide general guidance. Your family deserves specific advice tailored to your circumstances.