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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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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
pen signing Will Trust

What Does a Successor Trustee Do?

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?
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Posted on: February 18, 2020
Aging parents grow stubborn

Estate Planning Documents for a Natural Ending

You know that you can always refuse life-sustaining medical treatment. The tricky part comes when you are no longer able to understand your options or communicate your wishes to the health care professionals.
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Posted on: February 14, 2020
Why you need an estate plan

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Posted on: February 11, 2019
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