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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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stat your estate plan with Texas durable power of attorney agent

The Second Most Powerful Estate Planning Document: Power of Attorney

A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
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Posted on: April 14, 2020
man signing bank will documents

Surprising Ways Beneficiary Designations Can Damage an Estate Plan

During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
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Posted on: April 13, 2020
sunrise texas boerne hill country

The Coronavirus and Estate Planning

The rapidly evolving coronavirus (COVID-19) crisis is creating a plethora of unique estate planning and legal challenges across the globe, particularly given the volatility of the financial markets.
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Posted on: April 12, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer

If you’re caring for an older loved one, you might be worried. Here is what you need to know to keep elderly people safer, and what to do if they do show symptoms of COVID-19.
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Posted on: April 11, 2020
San Antonio wills and trusts

Estate Planning Is For Everyone

The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
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Posted on: April 9, 2020
court litigation will versus trust

Which Famous People Have Made The Greatest Estate Planning Mistakes of All Time?

About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.
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Posted on: April 8, 2020
bank trust IRA beneficiary planning

Should You Name a Trust as an IRA Beneficiary?

For obvious reasons, including control, privacy, asset protection, etc., many clients are interested in putting assets into a trust. For many retirees, their IRA is among their biggest assets. It’s only natural to want to put the IRA into a trust.
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Posted on: April 6, 2020
man thinking in his house

How Can I Move On after a Loved One Dies?

Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.
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Posted on: April 3, 2020
Corona COVID 19 Virus small business resources

Coronavirus News Should Make You Think about Estate Planning

Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
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Posted on: April 2, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: The CARES Act Essentials for Individual Taxpayers and Small Business Owners

Signed into law on Friday, March 27, the CARES (Coronavirus Aid, Relief, and Economic Security) Act is the biggest economic stimulus package in U.S. history.  Below are essential highlights for individuals and small businesses.
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Posted on: April 2, 2020
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138 Old San Antonio Rd., Suite 504
Boerne, TX 78006

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