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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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How Do San Antonio ABLE Accounts Work?

How Do ABLE Accounts Work?

ABLE accounts can be powerful financial tools for those living with a disability. Here's how they work.
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Posted on: March 25, 2020
credit cards

Does My Mom Have to Pay My Dad’s Credit Card Debt after He Dies?

My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?
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Posted on: March 23, 2020
sba loan small business help virus

C19 UPDATE: Small Businesses Hurt by COVID-19 May Qualify for SBA Disaster Relief Loans

The U.S. Small Business Administration (SBA) is offering up to $2 million in Economic Injury Disaster Loans for small businesses impacted by the coronavirus, in addition to a resource page detailing eligibility and how to apply.
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Posted on: March 21, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: If You Have Not Yet Named Someone with Medical Power of Attorney, Do It Now

In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
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Posted on: March 20, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: Tax Filing Deadline Extended to July 15

Treasury Secretary Steven Mnuchin announced Friday that the administration has moved the IRS deadline for filing taxes from April 15 to July 15 due to the disruption caused by the coronavirus.
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Posted on: March 20, 2020
elder planning family

When Is It Time For My Dad To Give Up The Car Keys?

Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
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Posted on: March 20, 2020
Completely Virtual San Antonio Estate Planning services now offered!

Completely Virtual Estate Planning services now offered!

Virtual Estate Planning: For those of you that are wanting to get your estate planning affairs in order, but are nervous about making multiple trips to the attorney's office and getting out-and-about around town, we wanted to let you know that you can still get your estate planning documents and medical directives in place during […]
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Posted on: March 19, 2020
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
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