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A mom and son learning about wills and trusts for single parents

A Guide to Wills and Trusts for Single Parents

Single parents must carefully consider each option when preparing a will and trust. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
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Posted on: August 1, 2024
San Antonio Business Trusts

Unlocking Business Trusts

Business trusts provide San Antonio entrepreneurs with robust asset protection and liability management. By collaborating with a business law attorney, you can establish a tailored business trust that is properly funded to enhance operational flexibility and safeguard your venture.
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Posted on: July 26, 2024
A man on the phone learning What to do after my spouse dies

What Do I Need to Do after the Death of My Spouse?

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
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Posted on: July 19, 2024
A family packing a car and learning the importance of planning before summer vacation

Secure Your Peace of Mind Before Escaping the Heat this Summer

Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
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Posted on: July 11, 2024
moving to Texas is a great reason to update or review your estate plan.

Recently Moved to Texas? Time to Review Your Estate Plan

Reviewing your will is something that many people know they should do but often put off. If you're new to San Antonio, moving is a great excuse to review your legal documents or create new ones to protect you and your loved ones.
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Posted on: July 3, 2024
Essential legal documents that are crucial for new 18-year-olds

Crucial Legal Documents for Your 18-Year-Old: A Guide for Boerne Families

Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
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Posted on: June 25, 2024
Estate Tax Planning

Integrating Retirement Accounts and Estate Planning

Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
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Posted on: March 15, 2024
estate planning checklist for procrastinators

Corporate Transparency Act on hold?

On Friday, March 1, 2024, in National Small Bus. United v. Yellen, Judge Liles C. Burke of the United States District Court for the Northern District of Alabama ruled via memorandum opinion that the Corporate Transparency Act (CTA), enacted in 2021, is unconstitutional because Congress lacks the authority to require companies to disclose personal stakeholder […]
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Posted on: March 4, 2024
San Antonio small business owners

Limited Liability for Asset Protection: How an LLC Protects Your Personal Assets

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.
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Posted on: March 4, 2024

How Do I Use Donor-Advised Funds?

This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
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Posted on: February 15, 2024
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