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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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trust, estate, home, legacy, planning

Transferring Real Estate to Children

For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.
Posted on: April 25, 2023
Will and trust

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
Posted on: April 19, 2023

What Is Probate Court?

Probate court ensures that a will is executed according to the wishes of the individual who has passed away.
Posted on: April 17, 2023
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You Need a Digital Estate Plan

You Need a Digital Estate Plan “For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.” Laws about intangible assets used to be a legal niche practice area. However, today’s estate planning attorney addresses digital assets as much as tangible assets, […]
Posted on: April 13, 2023

Estate Planning Lunch & Learn

Have you been thinking about finally getting your Will and power of attorneys in place so you can finally check that off your to-do list? Wondering whether a Living Trust would make sense for you and your family?  Need to nominate Guardians for your minor children?  Want to avoid probate and court involvement in your estate?  Need to […]
Posted on: April 7, 2023
estate planning check list

Estate Planning Checklist

Estate plans are made up of many parts, including wills and trusts, as well as any additional documents or information that will help beneficiaries carry out the requests of the benefactor.
Posted on: April 7, 2023
bank trust IRA beneficiary planning

Do I Need a Will If I’m Leaving Insurance Policy to a Beneficiary?

Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
Posted on: April 3, 2023
family generations together

Top Benefits of Estate Planning

“Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.” Despite the hard lessons learned during the COVID pandemic, surveys repeatedly show most Americans still don’t have an estate plan in place. According to the article “Five benefits of estate planning” from The Aspen Times, a comprehensive estate plan […]
Posted on: March 31, 2023
Wills and Trusts

Why It’s Important to Update Your Estate Plan

“It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.” When someone dies without having updated their estate plan for many years, the executors often face a difficult task of administering a disorganized and incomplete estate. At best, the executor needs additional time and […]
Posted on: March 29, 2023
estate planning law firm

Check out our new web site!

You can subscribe to our blog posts, newsletter, and fine other valuable estate planning information on our web site. There is also several ways to connect with us. You can call us, book a consultation or book a call. We are here for you if you need any assistance with your Wills, Trusts, LLCs or […]
Posted on: March 26, 2023
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Boerne, TX 78006

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