Preserving Family Wealth for Generations

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address19311 FM 2252 Suite 103, San Antonio, Texas 78266
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    Can Senior Citizens Get Medicaid?

    Yes! If a senior is medically and financially qualified, Medicaid will pay for virtually all of their long-term treatment expenses. In Texas, long-term care costs are extremely expensive, whether in an assisted living facility, home health care, or nursing home. Medicare coverage for long-term care is exceptionally restricted, private health insurance policies typically do not … Continue reading “Can Senior Citizens Get Medicaid?”

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    Benefits of Hiring a Texas Elder Law Attorney

    A licensed specialist in elder law is an attorney who has undergone specialized training in elder law issues, has practiced in that specific area for a certain amount of time, and has been accredited as highly qualified in elder law by their State Bar or by another accrediting organization. The substantial benefit of employing an … Continue reading “Benefits of Hiring a Texas Elder Law Attorney”

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    The Importance of Long Term Care Planning

    Life expectancy in the United States has continued an upward trend over the last several decades. The average life expectancy for men is 76.4 years and the average for women is a healthy 81.2 years of age. What has not trended upward, however, is the number of people engaging in long term care planning. The … Continue reading “The Importance of Long Term Care Planning”

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    Having “The Talk” with Your Aging Parents

    Many children find it difficult to have conversations about the future with their aging parents. It is often uncomfortable for all parties involved. Children may worry about how the conversation with their parents will be perceived. It can be tough to discuss the subject of money as children don’t want to be perceived as though … Continue reading “Having “The Talk” with Your Aging Parents”

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    You Can Get It On the Net. Why Call a Lawyer?

    These days it seems you can do just about anything on the internet. So why not do estate planning? Just download some forms, follow the worksheet, fill in the blanks, and be good to go? When it comes to leaving your life savings to those you love, you should be more confident that your heirs … Continue reading “You Can Get It On the Net. Why Call a Lawyer?”

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    Dangers of a Springing POA

    A Trustworthy Person Standing in Your Shoes Right Now Michael was having a wonderful time in Florida while he waited for his Texas house to close. Unfortunately he took a bad fall and ended up in a Florida hospital. He had his Texas powers of attorney, but the problem was that they were “springing” powers. … Continue reading “Dangers of a Springing POA”

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    Power of Attorney Misconceptions

    A durable power of attorney is one of the most important estate planning documents you can have.It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the authority to make … Continue reading “Power of Attorney Misconceptions”

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    Elder Financial Abuse and Medicaid. How are they Related?

    A major problem faces Americans as they grow older—Elder Financial Abuse. But did you know that there is a documented link between elder financial abuse and Medicaid denials? What is Elder Financial Abuse? Elder financial abuse is a growing issue for Americans. Studies show that $2.9 Billion are lost every year because seniors are either … Continue reading “Elder Financial Abuse and Medicaid. How are they Related?”

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    Points to Discuss with Your Aging Parent

    Your parent is getting on in age, but you don’t have a clear idea if there is a plan in place for their care.  It is a difficult topic to broach; no one wants to talk about death and the financial realities that come with aging. Instead of having a proactive conversation early in a … Continue reading “Points to Discuss with Your Aging Parent”

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    Senior Living Options When Care is Needed

    As Americans age, living options can become a concern. Available options are tied to the resources a senior has to cover living costs, and vary widely in cost, assistance, and care provided. In addition to budget considerations, seniors must also realistically consider the needs they have and what senior living option best fits those needs. … Continue reading “Senior Living Options When Care is Needed”

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  • James Voeller
    Member WealthCounsel
    The Advisors Forum
    The College of the state bar of Texas
    Department of Veterans Affairs