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Kendall and Bexar County Estate Planning

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A family packing a car and learning the importance of planning before summer vacation

Secure Your Peace of Mind Before Escaping the Heat this Summer

Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
Posted on: July 11, 2024
moving to Texas is a great reason to update or review your estate plan.

Recently Moved to Texas? Time to Review Your Estate Plan

Reviewing your will is something that many people know they should do but often put off. If you're new to San Antonio, moving is a great excuse to review your legal documents or create new ones to protect you and your loved ones.
Posted on: July 3, 2024
Essential legal documents that are crucial for new 18-year-olds

Crucial Legal Documents for Your 18-Year-Old: A Guide for Boerne Families

Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
Posted on: June 25, 2024
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
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Boerne, TX 78006

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