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Kendall and Bexar County Estate Planning

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thinking about estate planning updates

Do You Update Your Estate Plan as Often as Your Resume?

Do You Update Your Estate Plan as Often as Your Resume? A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional […]
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Posted on: June 7, 2022
bank trust IRA beneficiary planning

Common Mistakes when Making Beneficiary Designations

Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.
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Posted on: June 2, 2022
man signing bank will documents

How many changes can you make to your Will or Trust?

Updating Your Estate Plan: How Many Tweaks Are Too Many? If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of […]
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Posted on: May 16, 2022
estate planning living trust peace of mind

What Is a Living Trust Estate Plan?

While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
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Posted on: May 12, 2022
Fundamental estate planning

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Posted on: May 10, 2022
San Antonio wills and trusts

Common (Pot) Trusts: Parenting beyond the Grave

Common Trusts: Parenting beyond the Grave   Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents typically divide their accounts and property equally among their children. But while parents strive to treat their children the same, they simultaneously acknowledge that children have […]
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Posted on: May 4, 2022
man thinking on the beach about estate planning

What happens when the stay-at-home parent is gone?

No Contribution Is Too Small Most American strive to earn a decent-sized paycheck to support themselves and their families when they go to work. Stay-at-home parents, however, work to provide valuable nonfinancial contributions to their families everyday. They make sure that the home runs smoothly and that their family members have what they need to […]
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Posted on: April 28, 2022
trust, estate, home, legacy, planning

If I Give My Home to My Child in My Will, Can They Take My Home While I Am Still Alive?

If I Give My Home to My Child in My Will, Can They Take My Home While I Am Still Alive? The short answer to this question is no. Naming your child as the recipient of your home in your will does not give them any right to your home while you are still living. […]
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Posted on: April 27, 2022
social media digital assets planning

What Happens to Your Social Media Accounts at Your Death?

What Happens to Your Social Media Accounts at Your Death?  According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have you considered what will happen to your accounts when you die? If you have spent time creating, uploading, and sharing content, […]
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Posted on: April 11, 2022
home deed title

Using Beneficiary/Transfer-on-Death Deeds

What Is a Transfer-on-Death Deed? If you own real property, such as a home, in your sole name but you have not created a trust and transferred your property’s title to the trust, it is virtually guaranteed that your beneficiaries (or heirs) will have to deal with probate after your death. If the time and […]
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Posted on: April 5, 2022
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