Tom's experience includes a personal journey when he faced care and financial planning for his mother. While working with doctors, nursing homes, home health agencies, and social workers, he learned first-hand that there are few independent advocates for the elderly. Everyone has an opinion and agenda regarding "What's best for Mom." There are few counselors who can address the total picture of financial, legal, medical and social issues that together dictate the care options for an aging elder.
The practice of Weiner & McCulloch, PLLC is distinctive because it encompasses not only traditional estate planning, asset protection, and estate tax planning, but also critical long-term care planning. The planning goal is to also address clearly the personal wishes and needs of the elder and family. With the experienced guidance of an elder care coordinator, the results can be comprehensive and satisfying.
The elder law firm of Weiner & McCulloch, PLLC provides a range of important legal and financial services for the elderly. The cornerstone of the practice is life care planning, which is a comprehensive plan for navigating the senior years. It includes tax and estate planning; legal instruments with financial budgets and care plans that answer the pressing questions: "How can I stay independent? How can I afford the care and living arrangements I need? Who will help make me make decisions as I age?" These important questions are managed by the legal team with the family to provide the most cost-efficient and effective options available.
Mel has more than 47 years of experience in the financial services industry. He has earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and MSFS (Master of Science Financial Services) designations. Accredited Estate Planner (AEP) Mel is a registered representative offering investments and advisory services through Lincoln Financial Securities and has successfully completed the FINRA sponsored series 7 and 65 securities examinations. Mel works closely with clients to understand their objectives. Then, he develops and upon agreement from the clients, implements strategies to assist them in pursuing their goals. He emphasizes wealth accumulation, distribution and preservation.
Mel is an active member of the following industry organizations: Houston Business & Estate Planning Council, Past President, National Association of Life Underwriters, Houston Association of Life Underwriters, and is a life member of the Million Dollar Round Table.
Mel is also involved in the following civic and philanthropic organizations: Rotary Club of Houston (Lombardi Award Committee and past Treasurer), Anti-Defamation League (Board Member), Westwood Golf Club (Member), and past Chairman of Operation Rainbow, an international organization for orthopedic and reconstructive plasticsurgery on children.