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Kendall and Bexar County Estate Planning

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living trust Will document signing

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
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Posted on: January 18, 2021
gifts to family

Should a Donor-Advised Fund Be Part of My Estate Planning?

With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
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Posted on: January 14, 2021
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What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
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Posted on: January 13, 2021
man signing bank will documents

What Should I Know about a Living Trust?

A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
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Posted on: January 11, 2021
large family estate planning

How Much Should We Tell the Children about the Estate Plan?

Even those with thorough estate plans might have neglected to discuss details with potential heirs.
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Posted on: January 7, 2021
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How Can Estate Planning Address the Troubled Child?

Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
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Posted on: January 7, 2021
family dinner elder living with kids

What Should I Remember when My Parents Move in with Me?

Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
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Posted on: December 29, 2020
estate planning IRA legacy planning trust will tax

Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA

The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
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Posted on: December 28, 2020
mother daughter communication elder love

Advice If You are Named Executor of a Family Estate

After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
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Posted on: December 21, 2020
living trust Will document signing

The Biggest Mistake in Trusts: Funding

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
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Posted on: December 16, 2020
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