Helping Families Plan for Their Future, Protect Their Wealth

and Preserve Their Memories

Fort Worth • Southlake

(817) 899-3286

www.mcgeelawdfw.com

Principal Office:Fort Worth, Texas

Why We Do What We Do

We have a passion for helping families effectively plan their estate and leave behind a meaningful legacy. The practice of law is not just a job for us. We believe it is a great privilege to plan a family's estate. This is our calling ... a chance to make a real difference in our community.

When clients come to us, they entrust us with all their hard-earned wealth and ask us to make sure it's preserved, not only for their use, but for future generations. Our experienced and dedicated team is committed to that purpose and will create an ongoing relationship with you and your family for years to come.

About McGee Law

As a full-service estate planning and elder law firm, we not only help our clients plan for their incapacity or death; we also help our clients and their families administer their estate plans. Our dedicated team will work to help clients achieve peace of mind, knowing they have done everything they could to protect their families and loved ones. We are recognized as leaders and innovators in helping our clients qualify for Medicaid and Veterans Affairs benefits, protecting assets from creditors, and other predators.

McGee Law

Member of American Academy of Estate Planning Attorneys | National Academy of Elder Law Attorneys | State Bar of Texas

Wealth is More Than Just Money

In estate planning, wealth is often discussed in limited terms such as financial assets, real estate, and possessions. However, we believe "true" wealth is more than just money; it's about the people and things we value most in life.

“I value the feeling of trust I felt with Mr. McGee as he explained the legal aspects in a clear and understandable manner. The open and caring attitude of the entire staff was wonderful.”

Christy Glasgow Prosper, Texas

We guide clients through a holistic approach to pass on a legacy that makes a profound difference for their loved ones, their community, and future generations to come. We will discuss your financial wealth, your values, family history, heirlooms, and causes you feel strongly about, and build those wishes into your plan.

Estate Plan to Fit Every Need

We will help you determine which type of plan fits your family's unique needs and goals today, and in the future, should your needs change.

Creditors, Ex-Spouses, Lawsuits, and Financial Inexperience: It is impossible to tell what the future holds, but you can put a plan in place that protects assets inherited by your heirs from lawsuits, divorces, and other unforeseen claims. We will help you ensure your assets are inherited by your loved ones, not the people you don't want to receive them, such as their ex-spouses, in-laws, creditors, predators, or the IRS.

Incapacity Pre-Planning - Don't Wait Until It Is Too Late: Statistics reveal we are six times more likely to become disabled before we die, so planning early is important. If you become mentally or physically disabled without a plan, the probate court will appoint someone to manage your affairs – often an expensive, time-consuming, and humiliating guardianship proceeding. We can help you create an incapacity plan that avoids the court process, where you authorize someone you know and trust to make health care and financial decisions on your behalf.

Divorce, Remarriage, and Blended Families: There are a myriad of concerns that face today's modern family, including divorce, remarriage and especially blended families. Protecting and preserving your children's inheritance from a prior marriage or a second marriage if you pass away first, can be complex and tricky. We'll help you set up a plan to ensure your hard-earned assets end up in the hands of the loved ones you intend to receive them.

IRA and Retirement Planning: There is considerable complexity in determining how the IRS and your IRA administrator will manage taxation at the death of the owner. Some plan administrators require withdrawal of the IRA balance within one to five years, even though the IRS many allow more years. Once we understand your personal situation, we will help you choose the best tax-saving options available to you.

Paying For Care Without Going Broke: Without prior planning, many families unnecessarily suffer financially when long-term health care costs get out of hand. If a loved one or an elderly family member becomes disabled, we may also be able to help them qualify for Medicaid benefits to pay for the care they deserve.

Maintaining Your Plan: We also want to make sure your plan works when you need it most, so we offer free review meetings for clients who want to ensure their plan is up to date with any changes that have occurred.

Protection for Business Owners: Owning a business adds more layers of planning considerations such as entity formations, succession plans, and protection from lawsuits and creditors. We provide business owners with all the tools to achieve their goals from setting up corporations, partnerships, or LLCs, to asset protection and succession planning.

Landowners, Farmers, and Ranchers: Landowners, ranchers, and farmers face unique challenges to preserve their family legacy -- a symbol of your heritage. Whether you are running a farm, managing land, or operating a family business, … transitions in ownership (death, retirement, divorce or selling shares), can cause turmoil. We can help you maintain family harmony and avoid many difficult family business circumstances through the use of Living Trusts, Legacy Land Trusts, Family Limited Partnerships, and Buy-Sell-Agreements.

Young Families, Children with Special Needs, and Future Generation Planning: Whether you need to set up guardians for your young children, set up a Special Needs Trust, or you want to assure ample education for your children or grandchildren, we can help you plan to make sure your loved ones are protected and provided for during your life and pay for their care after you are gone.

Loss of a Loved One: If your family has experienced the loss of a loved one, our law firm can help you navigate the legal steps of probate or trust administration. Without experienced management, this process can at times be time-consuming and unnecessarily costly. We will guide you through the process efficiently and ensure assets are distributed according to your loved one's wishes.

Avoid Nursing Home Poverty

We can help you qualify for Medicaid and save your nest egg

Fort Worth • Dallas • Southlake

(817) 899-3286www.mcgeelawdfw.com

Principal Office:Fort Worth, Texas

Why We Do What We Do

We have a passion for helping families effectively plan their estate and leave behind a meaningful legacy. The practice of law is not just a job for us. We believe it is a great privilege to plan a family's estate. This is our calling ... a chance to make a real difference in our community.

When clients come to us they entrust us with all their hard-earned wealth and ask us to make sure it's preserved – not only for their use, but for future generations. Our experienced and dedicated team is committed to that purpose and will create an ongoing relationship with you and your family for years to come.

About McGee Law

As a full-service estate planning and elder law firm, we not only help our clients plan for their incapacity or death; we also help our clients and their families administer their estate plans. Our dedicated team will work to help clients achieve peace of mind, knowing they have done everything they could to protect their families and loved ones. We are recognized as leaders and innovators in helping our clients qualify for Medicaid and Veterans Affairs benefits, protecting assets from creditors, and other predators.

McGee Law

American Academy of Estate Planning Attorneys | National Academy of Elder Law Attorneys | State Bar of Texas

Are You Worried That...

• Money for nursing home care might run out?• Medicaid could place liens against your property?• Your parent doesn’t qualify for Medicaid?• You can’t protect mom or dad’s property?

GET ANSWERS TO THESE QUESTIONS!

“I value the feeling of trust I felt with Mr. McGee as he explained the legal aspects in a clear and understandable manner. The open and caring attitude of the entire staff was wonderful.”

Christy Glasgow Prosper, Texas

How Will You Pay $7,300 Per Month For the Nursing Home?

Covering the Cost of Nursing Homes Can Be Difficult. Aside from choosing the right facility, the number one concern for many families is how to pay for long-term care in a nursing facility. The most common means of paying for care fall into the following categories: 1. OutofPocket. With the average monthly nursing

home bill coming in at $7,300/month, only those with substantial income or savings are able to pay for all of their long-term care from their own funds. However, this is the initial payment method that many families have to use until other benefits take effect.

2. PrivateInsurance. Long-term care insurance is a relatively new option that is gaining popularity, but it is not yet a common method of paying for care. Policies can be confusing, and insurance only pays for a set amount per day for a certain number of years.

3. Medicare. Medicare is the federal health insurance program that is available to people 65 and over. It provides limited, short-term coverage of some costs associated with long-term care - 100 days maximum, So, after about 3 months of possible coverage, you’ll have to look elsewhere.

4. Medicaid. Medicaid is a needs-based medical assistance program that is jointly funded by the federal and state governments. It pays medical expenses for those who can’t afford their own care, and can pay a large portion of long-term care costs for those who meet certain requirements.

Common Questions We Answer for Clients:

• Does it make a difference if I give everything to my spouse?

• I’ve heard I can give away up to $14,000 per person. Is that true?

• I’ve heard about “spend down” of assets before applying for Medicaid–what is that?

WE CAN HELP YOU

Don't Miss Out on a FREE Medicaid Qualification Consultation with an Elder Law Attorney

Call (817) 899-3286 for your FREE Consultation ($350 value) today to learn more about the following issues: • Can we protect the family home?• Are there strategies to qualify for Medicaid to pay

for long-term care?• Can assets be gifted to children?• What about the 5-year look-back and its penalties?• Is there "emergency" planning available if we need

care now? (Yes!)• How much of my assets can be protected?• How quickly can my spouse or I qualify for Medicaid

benefits?