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Kendall and Bexar County Estate Planning

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gifting, seniors, planning estate

How Gifting and Joint Ownership Can Go Wrong

There is a popular misperception among many seniors that in order to protect their assets from creditors, including the cost of nursing home care, they should consider gifting their assets to their children.
Posted on: June 29, 2023
wheelchair assisted living

Beware:  Preparing for the Cost of Nursing Home Care.  Is Medicaid the Answer?

Its hard to plan for “old age.”   None of us know in advance what challenges we will face.   Of course, needing Assisted Living Care or Nursing Home care is a possibility we all must face.    The average cost of Assisted Living in Texas is $4,300 a month and for Nursing care is $5,000 per month.   […]
Posted on: November 16, 2021
family dinner elder living with kids

What Should I Remember when My Parents Move in with Me?

Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
Posted on: December 29, 2020
estate planning check list
Posted on: September 2, 2020
elderly lady planning reading paper

Is Long-Term Care Insurance Really a Good Idea?

The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
Posted on: May 22, 2020
wheelchair assisted living

What Should I Ask, If My Mom Is in a Quarantined Facility

It can be frustrating and nerve-racking when you can't see a loved one face-to-face — a fact that so many family members with loved ones in assisted living or nursing home facilities are discovering during the coronavirus outbreak. To protect those who are most at risk of complications from the disease caused by the coronavirus, COVID-19, health officials have announced strict rules for some facilities with vulnerable older residents.
Posted on: May 19, 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.
Posted on: May 5, 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.
Posted on: April 29, 2020
retired couple outside

Massive Changes to RMDs from Stimulus Plan

Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
Posted on: April 27, 2020
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.
Posted on: March 25, 2020
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Boerne, TX 78006

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