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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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How Do San Antonio ABLE Accounts Work?

The Difference between Power of Attorney and Guardianship for Elderly Parents

The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
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Posted on: February 11, 2021
Women Estate Business Planning in Boerne Texas

Wealthy Women Face Challenges in Estate and Tax Planning

Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
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Posted on: February 4, 2021
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Why Does a Person Need a Living Will?

Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
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Posted on: February 2, 2021
Legacy Planning in Boerne Texas

What are the Basic Estate Planning Documents?

In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
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Posted on: January 25, 2021
man thinking in his house

What Kind of Estate Planning Mistakes Do People Make?

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.
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Posted on: January 22, 2021
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Estate Planning Is Best When Personalized

When something is tailored to one’s needs, everything can go smoother.
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Posted on: January 20, 2021
living trust Will document signing

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
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Posted on: January 18, 2021
gifts to family

Should a Donor-Advised Fund Be Part of My Estate Planning?

With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
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Posted on: January 14, 2021
pen signing Will Trust

What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
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Posted on: January 13, 2021
man signing bank will documents

What Should I Know about a Living Trust?

A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.
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Posted on: January 11, 2021
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Boerne, TX 78006

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