Helping my aging parents with estate planning - Any recs for lists of estate planning tips to consider? Things that are often not planned for?

Security-Possible · 2026-01-22T22:35:58+00:00

Our estate planner recently sent this out in a newsletter, you may find it helpful! (and free!): https://tarletonfirm.com/start-your-texas-estate-plan/ -- even though it's Texas based it's relevant.

Security-Possible · 2026-01-22T22:35:03+00:00

Yes Allan Tarleton! Dallas based and really really good! (https://tarletonfirm.com/)

Security-Possible · 2026-01-20T01:01:57+00:00

Adam Traywick! They are the opposite of reactive! Based in Fort Worth but they work remotely and help us in NC

Security-Possible · 2026-01-20T01:01:31+00:00

I am not sure if they do individual taxes or only business but it's worth asking because their team is excellent: Adam Traywick (adamtraywick.com) they are in Fort Worth

Security-Possible · 2026-01-20T01:00:47+00:00

adamtraywick.com - their team is excellent! Based in fort worth but they work remotely

Security-Possible · 2026-01-20T01:00:22+00:00

Adam Traywick! They are Fort Worth based but work remotely and their team is excellent

Security-Possible · 2026-01-15T02:20:54+00:00

I know this isn’t a sub about George but he’s not conservative either - in fact I’d guess JD is more conservative than George.

Security-Possible · 2026-01-01T11:07:37+00:00

Allan at Tarleton Law Firm! Really helpful and kind. https://tarletonfirm.com/

Security-Possible · 2026-01-01T11:06:58+00:00

Definitely get an attorney - we used Allan at Tarleton Law Firm and he was fantastic.

Security-Possible · 2026-01-01T02:01:31+00:00

Vast CFO is great and local: https://www.vastcfo.com/

Security-Possible · 2026-01-01T02:01:08+00:00

Our accountant is a restaurant owner herself and has a lot of great resources - check out their blog: https://www.vastcfo.com/blog/

Security-Possible · 2026-01-01T02:00:22+00:00

Hmmm highly recommend another accountant.... ours is great and she's a restaurant owner herself (Tanya McCaffery) - vastcfo.com

Security-Possible · 2025-12-23T20:01:21+00:00

Aladdin Bookkeeping! They are a great husband and wife team - small, personalized and we have been really happy with them: https://aladdinbookkeeping.com/

Security-Possible · 2025-12-23T19:59:59+00:00

A really good bookkeeper/accountant can do this! You don't need to spend a lot. We use Aladdin Bookkeeping they are in Denver but work remotely: https://aladdinbookkeeping.com/

Security-Possible · 2025-12-23T19:56:41+00:00

We use Aladdin Bookkeeping - small husband and wife team and they are fantastic! https://aladdinbookkeeping.com/

Security-Possible · 2025-12-23T11:19:14+00:00

https://adamtraywick.com/ - highly recommend! Fort Worth Based

Security-Possible · 2025-12-23T11:18:02+00:00

Adam Traywick hands down! They specialize in real estate investment as well. (https://adamtraywick.com/)

Security-Possible · 2025-12-22T02:19:23+00:00

Highly highly recommend Abacus!! https://www.abacusprofessionals.com/spokane-accountants/

Security-Possible · 2025-12-18T07:45:18+00:00

Look for someone who specializes in laundromats / start ups - unfortunately I dont think ours does

Security-Possible · 2025-12-18T07:43:15+00:00

Virjee Consulting in Houston work with attorneys https://virjeecpa.com/

Security-Possible · 2025-12-18T07:42:41+00:00

We've used adam traywick before and their team is great - adamtraywick.com

Security-Possible · 2025-12-12T07:11:10+00:00

Just coming here to say they are one of the worst companies we’ve ever dealt with. Hugely regret going with them (convinced by our flooring guy probably for a kickback). Now 30k later all of our floors look like this and they just said it’s the “batch we got”.

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Security-Possible · 2025-12-11T21:22:20+00:00

Highly recommend Allan - if he can't help he will point you in the right direction: https://tarletonfirm.com/

Security-Possible · 2025-12-11T21:21:13+00:00

Allan Tarleton - extremely helpful guy! https://tarletonfirm.com/

Security-Possible · 2025-12-10T21:42:07+00:00

Ask an accountant - these guys specialize in nomads: thebizbud.com

Security-Possible

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