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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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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.
Posted on: March 15, 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.
Posted on: February 15, 2024
Wills and Trusts

3 Signs You Definitely Need a Trust (and Not Just a Will)

Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…
Posted on: February 13, 2024

Designating Your Beneficiary

Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
Posted on: February 5, 2024
Boerne Estate Planning Attorney Shawn McCammon

What Questions Should You Ask an Estate Planning Attorney?

Estate planning is not as simple as executing a will.
Posted on: February 2, 2024
Gen Z Millenials planning

Estate Planning for Millennials and Gen Zers

Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
Posted on: January 10, 2024
us map property in multiple states

Why a Trust Works for Multi-State Property Owners

Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
Posted on: January 5, 2024
Fundamental estate planning

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…
Posted on: December 19, 2023

Should You Gift Kids Inheritance Now, or After You’ve Passed?

Are you better off giving money to children now when you can see the results or doing it through your estate after shuffling off this mortal coil?
Posted on: December 11, 2023
pet trust

Estate Planning can Protect Beloved Pets

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
Posted on: December 7, 2023
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Boerne, TX 78006

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