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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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Estate Tax Planning

Integrating Retirement Accounts and Estate Planning

Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
Posted on: March 15, 2024
estate planning checklist for procrastinators

Corporate Transparency Act on hold?

On Friday, March 1, 2024, in National Small Bus. United v. Yellen, Judge Liles C. Burke of the United States District Court for the Northern District of Alabama ruled via memorandum opinion that the Corporate Transparency Act (CTA), enacted in 2021, is unconstitutional because Congress lacks the authority to require companies to disclose personal stakeholder […]
Posted on: March 4, 2024
San Antonio small business owners

Limited Liability for Asset Protection: How an LLC Protects Your Personal Assets

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.
Posted on: March 4, 2024

How Do I Use Donor-Advised Funds?

This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
Posted on: February 15, 2024
Wills and Trusts

3 Signs You Definitely Need a Trust (and Not Just a Will)

Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…
Posted on: February 13, 2024

Designating Your Beneficiary

Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
Posted on: February 5, 2024
Boerne Estate Planning Attorney Shawn McCammon

What Questions Should You Ask an Estate Planning Attorney?

Estate planning is not as simple as executing a will.
Posted on: February 2, 2024
family meeting estate planning trust

CTA Imposes New Small Business Reporting Requirements for 2024

Small business owners will have one more item on their compliance to-do list when the Corporate Transparency Act (CTA) takes effect next year.  The CTA,[1] enacted as part of the Anti-Money Laundering Act of 2020 (AMLA), places new reporting requirements on many business entities in an effort to expose illegal activities, including the use of shell […]
Posted on: January 15, 2024
Gen Z Millenials planning

Estate Planning for Millennials and Gen Zers

Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
Posted on: January 10, 2024
us map property in multiple states

Why a Trust Works for Multi-State Property Owners

Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
Posted on: January 5, 2024
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