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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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estate planning IRA legacy planning trust will tax

How Do Inheritance and Estate Taxes Work?

Federal estate taxes were created in 1916, taxing estates valued at over $5 million. This amount changed to $50 million in 1932. In 1940, it dropped to $10 million, then $5, then $3. In 2002-2007 estates worth more than $2 million paid the tax.
Posted on: May 5, 2023

What Elements are Overlooked in Estate Plans?

There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
Posted on: May 3, 2023
living trust Will document signing

Transfer on Death Isn’t Always a Smart Estate Planning Strategy

A primary benefit of using TOD/POD designations is that assets held in the account will pass automatically to the beneficiary without having to go through probate.
Posted on: April 28, 2023
trust, estate, home, legacy, planning

Transferring Real Estate to Children

For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.
Posted on: April 25, 2023
Will and trust

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
Posted on: April 19, 2023

What Is Probate Court?

Probate court ensures that a will is executed according to the wishes of the individual who has passed away.
Posted on: April 17, 2023
bitcoin crypto currency

You Need a Digital Estate Plan

You Need a Digital Estate Plan “For most people, pretty much everything they owned could be held, sorted and doled out by their estate lawyer. Today, that’s far less true.” Laws about intangible assets used to be a legal niche practice area. However, today’s estate planning attorney addresses digital assets as much as tangible assets, […]
Posted on: April 13, 2023

Estate Planning Lunch & Learn

Have you been thinking about finally getting your Will and power of attorneys in place so you can finally check that off your to-do list? Wondering whether a Living Trust would make sense for you and your family?  Need to nominate Guardians for your minor children?  Want to avoid probate and court involvement in your estate?  Need to […]
Posted on: April 7, 2023
estate planning check list

Estate Planning Checklist

Estate plans are made up of many parts, including wills and trusts, as well as any additional documents or information that will help beneficiaries carry out the requests of the benefactor.
Posted on: April 7, 2023
bank trust IRA beneficiary planning

Do I Need a Will If I’m Leaving Insurance Policy to a Beneficiary?

Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
Posted on: April 3, 2023
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Boerne, TX 78006

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