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Kendall and Bexar County Estate Planning

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Corona COVID 19 Virus small business resources

C19 UPDATE: Paying for Covid-19 Testing and Treatment if You Have a High Deductible Insurance Plan

If you have a high deductible health plan (HDHP), you may still be able to get coverage for Covid-19 testing and treatment without paying a deductible.
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Posted on: March 19, 2020
retired couple outside

Retirement Fund Withdrawals Can Affect Social Security Benefits

Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all.
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Posted on: March 18, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: Bookmark this Page from the IRS for Ongoing Coronavirus Updates

Bookmark this page for fast and easy access to Coronavirus updates.
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Posted on: March 17, 2020
Charitable estate planning

How Can I Fund A Special Needs Trust?

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child, in case you're no longer able to care for them.
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Posted on: March 16, 2020
San Antonio wills and trusts

Avoiding Probate with a Trust

In other words, family members who are not named to inherit anything in the will may still see the list of all of the assets. If you don’t want that result, you can avoid it by establishing a trust.
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Posted on: March 12, 2020
single old man reading newspaper

What Should I Know about Beneficiary Designations?

Many people have tens of thousands–even hundreds of thousands–of dollars in their IRAs. If you have an asset that large, shouldn’t you devote more effort to planning for its ultimate disposition?
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Posted on: March 9, 2020
estate planning checklist for procrastinators

Estate Planning Checklist, Especially for Procrastinators

Nobody likes to think about dying. However, it happens whether we prepare for it or not.  If you don’t do some advance planning, it can cause even more longer lasting pain and grief, not to mention money and strained relations for your loved ones.
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Posted on: March 4, 2020
man and woman holding hands

If I’m 35, Do I Need a Will?

It's never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life's unexpected twists and turns.
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Posted on: March 2, 2020
elderly lady planning reading paper

Alternatives for Stretch IRA Strategies

The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
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Posted on: February 27, 2020
man signing bank will documents

Include These Three Items in Your Will

A will or trust explains what you want to have happen to your assets when you die, hopefully in a very, very long time. While most people understand that a will explains what to do with money, property, and children, there are other parts you might be surprised by.
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Posted on: February 24, 2020
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Boerne, TX 78006

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