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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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estate planning IRA legacy planning trust will tax

Top 10 Reasons to Get Going on an Estate Plan

It took my husband Mike's heart attack to force us to recognize the need for having an estate plan. It was not smart. You are smarter than that. Create an estate plan today.
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Posted on: May 21, 2020
wheelchair assisted living

What Should I Ask, If My Mom Is in a Quarantined Facility

It can be frustrating and nerve-racking when you can't see a loved one face-to-face — a fact that so many family members with loved ones in assisted living or nursing home facilities are discovering during the coronavirus outbreak. To protect those who are most at risk of complications from the disease caused by the coronavirus, COVID-19, health officials have announced strict rules for some facilities with vulnerable older residents.
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Posted on: May 19, 2020
elderly hand holding

C19 UPDATE: Helping Seniors Battle the Unspoken COVID-19 Toll: Loneliness

We should take this opportunity to learn again what it really means to be social and find new forms of social connection.
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Posted on: May 15, 2020
hospital bed patient end of life

Have You Prepared End-Of-Life Decisions?

Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.
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Posted on: May 14, 2020
drive up estate planning

Estate Planning Ideas in the Pandemic?

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
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Posted on: May 12, 2020
estate planning IRA legacy planning trust will tax

Coronavirus Stimulus Allows Retirees to Tap Funds Early, With Little or No Penalties

Lawmakers in Washington are making it easier for Americans struggling with the fallout from the coronavirus to draw on the trillions of dollars in their 401(k)s and other retirement accounts.
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Posted on: May 8, 2020
man thinking on the beach about estate planning

Am I Making One of the Five Common Estate Planning Mistakes?

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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Posted on: May 7, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: How Nursing Homes Can Do Better at Protecting Residents from COVID19

If you or a loved one is a nursing home resident … or may be considering long-term nursing care … keeping nursing home residents safe from COVID19 is a top concern. Here’s what’s being done now.
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Posted on: May 6, 2020
elder planning family

Helping Your Elderly Parents during the Pandemic

Americans everywhere are concerned about the coronavirus. However, COVID-19 has demonstrated that it’s particularly serious for older adults whose immune systems naturally weaken as they age — and especially for those with chronic medical conditions, according to Dr. Samir K. Sinha, a member of the American Red Cross Scientific Advisory Council.
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Posted on: May 5, 2020
Settling a Boerne, Texas estate

Do You Think Everything Is All Set with Your Estate Plan?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
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Posted on: May 2, 2020
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