Edison Advisory Group

Edison Advisory Group

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Helping families, business owners, and international clients build continuity through thoughtful legal and business planning. Planning Today.

Protecting Tomorrow. I've built a law firm practicing solely in the area of elder law and related issues. Our firm believes that by emphasizing important legal issues affecting the elderly and their families, we can provide superior legal services to our clients in Texas.

Photos from Edison Advisory Group's post 10/06/2026

Many people feel a sense of relief once their estate planning documents are signed and finalized. After all, creating an estate plan is an important step toward protecting your wishes and providing for your loved ones.

However, an estate plan is not necessarily a "set it and forget it" document. Swipe to test your knowledge of how often estate plans should be reviewed.

If it has been several years since your last review, contact our office to discuss whether your estate plan may need an update.

10/06/2026

DID YOU KNOW? 🇲🇽🐾

If you’re renting a home in Mexico City with a dog or cat, you may be asked for a separate “pet deposit.” But there’s an important wrinkle many expats—and landlords—may not know.

CDMX’s Civil Code provides that, for residential leases, a landlord may not require more than one month’s rent as a deposit. Even more importantly, the residential leasing provisions are designated matters of public order and social interest and generally cannot simply be waived by putting something different in the lease.

So what if the lease requires:
Security deposit: 1 month’s rent
Pet deposit: another month’s rent

Calling the second payment a “pet deposit” does not necessarily resolve the legal issue. If it functions as another refundable security deposit securing the tenant’s obligations, there is a strong argument that the statutory limit applies.

And there’s another interesting development.

In 2025, Mexico City amended its Housing Law to provide that living with “seres sintientes” — sentient beings, including companion animals — should not be an obstacle to exercising the right to housing. The reform was expressly aimed in part at barriers faced by people seeking housing with companion animals.

That does not mean your pet gets a free pass to eat the landlord’s sofa.
A sensible lease can still make the tenant responsible for actual, documented pet damage—including damages exceeding the security deposit when legally recoverable. The distinction is between responsibility for damage and requiring an additional deposit simply because an authorized pet lives in the home.

For expats negotiating a CDMX lease, a useful approach may therefore be:
One lawful security deposit + express responsibility for actual pet damage + written authorization for your pets.

And if you're presented with a separate pet deposit, don't necessarily assume, “That's just how leases work in Mexico.”

Sometimes the most important question is simply: “Can you show me where the law permits the additional deposit?”

General information only, not Mexican legal advice. Lease terms and individual circumstances matter.

10/06/2026

Long term care planning can feel overwhelming when families are unsure which documents and financial information they need. A clear process can make the experience much more manageable by providing a specific list of what to gather and what steps to take. Working with someone who understands the rules and has a proven process can help families spend less time searching for paperwork and more time making important decisions.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

10/05/2026

Family members often provide valuable support with bills, mail, bookkeeping, appointments, and other daily responsibilities without receiving compensation. When long term care planning involves paying a family caregiver, the arrangement needs to be reasonable, properly documented, and based on the actual services provided. Careful planning and the right agreement can help families avoid problems while recognizing the value of the care being given.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

Photos from Edison Advisory Group's post 10/05/2026

It might seem like registering a domain name is enough to secure a brand online, but that can be a costly misconception for businesses. Swipe through for what business leaders need to know about trademarks and domain names.

If you need help navigating domain and trademark rights, reach out to us. We are here to help make sure your brand is legally protected.

10/05/2026

Long term care planning can begin much earlier than many families expect. Younger adults may want to explore long term care insurance while health and age can make coverage more accessible, while those approaching their 50s may benefit from thinking further ahead about asset protection and future eligibility. Starting early can give families more time, more choices, and greater flexibility when planning for future care needs.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

10/05/2026

Giving families five or more years to plan can create significantly more opportunities to structure and protect assets before long term care is needed. Waiting until a crisis can limit those choices, increase pressure, and potentially make the overall planning process more costly.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

10/04/2026

Many families underestimate how quickly long term care expenses can affect their savings and retirement assets. The cost of memory care and skilled nursing can become a major financial burden, but planning does not always mean giving up everything a family has built. With the right strategy, families may be able to restructure and protect assets while pursuing eligibility for available long term care benefits.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

10/04/2026

Starting a long term care plan while someone is healthy can provide valuable protection for the future. With the right structure in place, families can continue living their lives normally while gaining greater confidence that future care costs will not become an overwhelming burden for spouses, children, or grandchildren.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

10/04/2026

Long term care planning can involve financial records, insurance policies, eligibility requirements, and other detailed information. Having a clear process can make the task much easier, helping families gather the right documents and avoid the confusion that often comes with trying to figure everything out on their own.

Click the bio link to listen to the full episode.
https://bio.link/edwinlee

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