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Kendall and Bexar County Estate Planning

Texas Estate Planning Blog

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man signing bank will documents

You Need More than a Will for Estate Planning

Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.
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Posted on: September 23, 2020
San Antonio small business owners

How Do I Keep My Spendthrift Son-in-Law from Getting the Money I Give my Daughter in My Estate?

My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
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Posted on: September 17, 2020
outside of court of law

What Is Involved with Serving as an Executor?

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
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Posted on: September 17, 2020
Estate Planning Law Firm based in Boerne Texas

Securing Farm or Ranch Needs to Happen Sooner and Not Later

Develop a successful transition plan that will provide for you, your heirs and your business.
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Posted on: September 10, 2020
man thinking on the beach about estate planning

How Do I Handle Inheritance?

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
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Posted on: September 8, 2020
stat your estate plan with Texas durable power of attorney agent

How Can I Use Estate Planning for My Small Business?

Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.
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Posted on: September 7, 2020
Settling a Boerne, Texas estate

Don’t Overlook Key Parts of Estate Plan

During the past four months, more than 141,000 Americans have died of COVID-19. Anecdotal evidence suggests that the pandemic has prompted some people to get serious about creating or updating their estate plans, according to Christine Benz, Morningstar’s director of personal finance.
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Posted on: September 3, 2020
gifts to family

How to Be Smart about a Financial Windfall

Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.
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Posted on: September 3, 2020
estate planning check list
Posted on: September 2, 2020
to-do checklist estate planning

What Basic Estate Planning Documents Do I Need?

At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.
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Posted on: August 31, 2020
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Boerne, TX 78006

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