Stephen J. Livens Bedford, Texas
| Managing Partner | |
| phone | (817) 545-3425 (800) 569-2663 |
| fax | |
| Email Me | |
My name is Stephen Livens. I have authored three books on estate planning; "Love, Money and Control", "Generations"-Planning Your Legacy and "Ways and Means" - Understanding Retirement Plans. I have created the Wealth Planning Center to focus on one thing, improving the quality of life for our clients through educational workshops and newsletters. We concentrate on reducing the worry of outliving your income. Our professionals have helped hundreds of clients achieve peace of mind and improved their quality of life by taking uncertainty out of the equation.
- Areas of Practice:
- Estate Planning
- Government Agencies & Programs
- Trusts
- Wills
- Medicaid Crisis Planning
- Veterans Aid and Benefits
- Elder Law
- Health & Health Care Law
- Probate & Estate Administration
- Certification/Specialties:
- Certified Public Accountant, State of Texas, 1982
- Education:
- Southern Methodist University School of Law, Dallas, Texas, 1987
- Drake University,
1979
Masters in Business Administration - University of Wisconsin,
1974
Bachelor of Science
Major: Business and Economics
- Published Works:
- Generations: Planning Your Legacy, 1998
- Ways and Means - Retirement Plans
- Love, Control and Money
- Classes/Seminars Taught:
- Medicaid Planning Seminar
- Special Needs Trust Seminar
- IRA Inheritor's Trust Seminar
- Estate Planning Seminar
- Veteran's Aid & Attendance Benefits Seminar
- Ancillary Businesses:
- Medicaid Planning Seminar
- Special Needs Trust Seminar
- IRA Inheritor's Trust Seminar
- Estate Planning Seminar (Generic)
- Veterans Aid and Attendance Benefits Seminar
