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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
Corona COVID 19 Virus small business resources

C19 UPDATE: Did You Get a Paycheck Protection Program Loan? Take These Steps Now to Qualify for Forgiveness

Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
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Posted on: May 1, 2020
man signing bank will documents

What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?

Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
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Posted on: April 30, 2020
Legacy Planning in Boerne Texas

How Can I Be a Good Caregiver?

Not everyone can afford to hire an in-home nurse or professional caregiver. Today, there are around 45.3 million unpaid, non-professional caregivers in the United States taking care of a loved one.
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Posted on: April 29, 2020
retired couple outside

Massive Changes to RMDs from Stimulus Plan

Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
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Posted on: April 27, 2020
Texas special needs trust

Do I Need a Revocable Living Trust?

Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
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Posted on: April 23, 2020
Corona COVID 19 Virus small business resources

Scammers Beef Up Efforts in a Crisis

The Inspector General of Social Security, Gail S. Ennis, is warning the public about fraudulent letters threatening suspension of Social Security benefits due to COVID-19 or coronavirus-related office closures.
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Posted on: April 22, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: IRS Postpones Gift and GST Tax Filing Deadline to July 15

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
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Posted on: April 19, 2020
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