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hospital bed patient end of life

Have You Prepared End-Of-Life Decisions?

Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.
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Posted on: May 14, 2020
drive up estate planning

Estate Planning Ideas in the Pandemic?

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
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Posted on: May 12, 2020
estate planning IRA legacy planning trust will tax

Coronavirus Stimulus Allows Retirees to Tap Funds Early, With Little or No Penalties

Lawmakers in Washington are making it easier for Americans struggling with the fallout from the coronavirus to draw on the trillions of dollars in their 401(k)s and other retirement accounts.
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Posted on: May 8, 2020
man thinking on the beach about estate planning

Am I Making One of the Five Common Estate Planning Mistakes?

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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Posted on: May 7, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: How Nursing Homes Can Do Better at Protecting Residents from COVID19

If you or a loved one is a nursing home resident … or may be considering long-term nursing care … keeping nursing home residents safe from COVID19 is a top concern. Here’s what’s being done now.
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Posted on: May 6, 2020
elder planning family

Helping Your Elderly Parents during the Pandemic

Americans everywhere are concerned about the coronavirus. However, COVID-19 has demonstrated that it’s particularly serious for older adults whose immune systems naturally weaken as they age — and especially for those with chronic medical conditions, according to Dr. Samir K. Sinha, a member of the American Red Cross Scientific Advisory Council.
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Posted on: May 5, 2020
Settling a Boerne, Texas estate

Do You Think Everything Is All Set with Your Estate Plan?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
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Posted on: May 2, 2020
Corona COVID 19 Virus small business resources

C19 UPDATE: Did You Get a Paycheck Protection Program Loan? Take These Steps Now to Qualify for Forgiveness

Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
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Posted on: May 1, 2020
man signing bank will documents

What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?

Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
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Posted on: April 30, 2020
Legacy Planning in Boerne Texas

How Can I Be a Good Caregiver?

Not everyone can afford to hire an in-home nurse or professional caregiver. Today, there are around 45.3 million unpaid, non-professional caregivers in the United States taking care of a loved one.
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Posted on: April 29, 2020
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