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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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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 […]
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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.
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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.
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Posted on: January 5, 2024
Fundamental estate planning

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…
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Posted on: December 19, 2023

Should You Gift Kids Inheritance Now, or After You’ve Passed?

Are you better off giving money to children now when you can see the results or doing it through your estate after shuffling off this mortal coil?
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Posted on: December 11, 2023
pet trust

Estate Planning can Protect Beloved Pets

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
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Posted on: December 7, 2023
parents children guardian

How Do Special Needs Trusts Work?

One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
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Posted on: December 5, 2023
Wills and Trusts

Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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Posted on: November 29, 2023
texas probate

How Does the IRS Rule on Inherited IRAs Work?

Before the original SECURE Act, IRA owners who died were able to leave their accounts to their children, grandkids, or other non-spouse individual beneficiaries, and heirs could stretch required minimum distributions (RMDs) over their own lifetimes, thus allowing the funds in the accounts to grow tax-free for decades.
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Posted on: November 27, 2023
probate

How Do I Address My Aging Parents’ Finances?

These six steps can help future caregivers know where aging parents stand financially, as well as help them to avoid surprises that could imperil their own retirement.
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Posted on: November 24, 2023
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