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Kendall and Bexar County Estate Planning

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Seven reasons to create a plan using Boerne Wills & Trusts

Seven Ways Wills & Trusts Help You Leave Your Family a Great Legacy Without Great Wealth

Leaving a meaningful legacy doesn’t require wealth. With thoughtful planning, writing personal letters, and preserving family traditions or heirlooms, you can provide your loved ones with lasting memories and peace of mind.
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Posted on: December 5, 2024
San Antonio Estate Planning helps you name charities as beneficiaries

Can a Charity Be a Beneficiary of an Estate?

Most of us prefer “voluntary philanthropy” to the charities of our choosing, instead of “involuntary philanthropy” to the IRS in the form of taxes. When your estate planning includes a charitable trust and an ILIT, your charitable giving can be an opportunity to give and receive.
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Posted on: November 29, 2024
Life insurance benefits Kerrville estate planning

How Life Insurance Enhances Estate Planning

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
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Posted on: November 20, 2024
Kerrville estate planning to protect intellectual property

Can a Testamentary Trust Protect Your Intellectual Property in Kerrville?

Intellectual property is a valuable asset often overlooked in estate planning. A testamentary trust can protect your creations—like copyrights, patents, and trademarks—ensuring proper management, financial security, and a smooth transfer to your beneficiaries. Discover how to safeguard your legacy for future generations.
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Posted on: November 15, 2024
Kerrville estate administration lawyers help with settling an estate's debts

Simplifying Estate Administration in Kerrville: Managing Debts with Confidence

Learn how an estate administration attorney can help you manage a loved one's debts after their passing.
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Posted on: November 7, 2024
A Boerne probate lawyer can help with the transfer of a vehicle title | Boerne probate lawyer

Transferring Vehicle Ownership After a Loved One’s Passing in Boerne

Transferring vehicle ownership after a loved one’s passing can be complex, especially when probate is involved. This guide covers key steps, from navigating probate court to handling outstanding loans, helping Texas families manage the process smoothly.
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Posted on: November 1, 2024
Review your trust with Kerrville trust planning

When Should You Review Your Trust? Kerrville Trust Planning Essentials

Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
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Posted on: October 25, 2024
San Antonio trust planning helps protect a married child's inheritance

How Trusts Protect Your Married Child’s Inheritance

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
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Posted on: October 18, 2024
A family learning about the importance of Kerrville trust planning

Trust Planning in Kerrville and National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
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Posted on: October 11, 2024
A client and attorney discussing San Antonio trust planning

How Charitable Trust Planning Can Protect Your Family and Assets

Discover the power of charitable trust planning. Protect your assets, reduce tax burdens for heirs, provide for your favorite charity, and ensure your legacy with a comprehensive estate plan.
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Posted on: October 4, 2024
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Boerne, TX 78006

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