Preserving Family Wealth for Generations


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  • 3 Reasons Veterans Should Have a Professional Advocate

    The number of sad stories of veterans’ benefits getting tied up in the system is not only sad but startling. A quick internet search can

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  • Prenups: Not Just For Movie Stars

    George and Ginny had a great marriage, with an extended family to whom they wanted to leave everything when they passed. Unfortunately, Ginny was then

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  • Making Sure Your Estate Plan Reflects Your Wishes

    Jack and Doris wanted to divide their property equally between their three children. The house should to go to daughter Mary who loved it, and

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  • Benefits Available to Wartime Veterans

    There are many benefits available to wartime veterans, surviving spouses, and children. First let’s discuss who qualifies as a wartime veteran. A wartime veteran is

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  • Make Sure Your Wishes Are Carried Out

    The importance of making end of life preparations cannot be stressed enough. Many put off making these plans thinking there is always time. The sad

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  • Medicare and Medicaid: Unlocking the Mystery

    Medicare and Medicaid have long been a mystery to many consumers. In fact, it can baffle and confuse even some of the smartest citizens. Like

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  • Where There’s a Will, There’s a Way-To Probate Court

    One day William’s daughter read in an article that a will was not the best way to leave property to heirs. Wills often involve long

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  • Creative Financial Approaches to Long Term Care Services

    Long term care insurance was sold aggressively in the 1980s, 90s and thereafter to offset the costs of seniors needing to live in a nursing

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  • You Have a Will, is That Enough?

    Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations

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  • Caring for our Veterans

    Veterans Aid and Attendance is a benefit paid by the VA to veterans, veteran spouses or surviving spouses in addition to a veteran’s basic pension. …

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