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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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A mother and daughter hugging and struggling with Boerne probate

Why Your Estate Plan Needs More Than Just a Will to Avoid Probate

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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Posted on: August 23, 2024
Naming guardians in a will is different than godparents explains Kerrville Estate Planning Attorney

Why Naming Guardians in Your Will Is Not the Same as Choosing Godparents

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Posted on: August 15, 2024
New Braunfels trust administration attorney

Trust Administration: The Key to Managing Your Loved One's Legacy

Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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Posted on: August 9, 2024
A mom and son learning about wills and trusts for single parents

A Guide to Wills and Trusts for Single Parents

Single parents must carefully consider each option when preparing a will and trust. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
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Posted on: August 1, 2024
San Antonio Business Trusts

Unlocking Business Trusts

Business trusts provide San Antonio entrepreneurs with robust asset protection and liability management. By collaborating with a business law attorney, you can establish a tailored business trust that is properly funded to enhance operational flexibility and safeguard your venture.
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Posted on: July 26, 2024
A man on the phone learning What to do after my spouse dies

What Do I Need to Do after the Death of My Spouse?

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
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Posted on: July 19, 2024
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.
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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.
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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.
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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.
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Posted on: March 15, 2024
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Boerne, TX 78006

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