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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: September 6, 2023
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Who Pays Taxes, the Estate or Heirs?

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
Posted on: August 30, 2023
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Who Gets My Bank Account When I Die?

After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.
Posted on: August 22, 2023
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What is a Pour-Over Will?

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
Posted on: August 14, 2023
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Estate Planning Lunch and Learn: Boerne Library

Have you been thinking about 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 so they can avoid probate?  Need to nominate Guardians for your minor children?  Want to avoid probate and court involvement […]
Posted on: August 14, 2023
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Why a Trust Is the Best Option to Avoid Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and remember the deceased in peace. In fact, the whole business of estate planning—or at least a […]
Posted on: July 20, 2023
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Want to Leave Your Retirement Account to Your Minor Child? 

Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because they think it is a way of easily transferring their wealth if something happens to them. However, there are some factors that make this type […]
Posted on: July 12, 2023
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Prepare Now for Coming Estate Tax Changes

One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
Posted on: July 6, 2023
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How Gifting and Joint Ownership Can Go Wrong

There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.
Posted on: June 29, 2023
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What Happens When There’s No Will?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.
Posted on: June 24, 2023
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Boerne, TX 78006

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138 Old San Antonio Rd., Suite 504
Boerne, TX 78006

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