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Business Planning

January 16, 2020

Laying the Legal Groundwork for Your Texas Startup

When you are founding a startup here in San Antonio, you have hundreds if not thousands of balls in the air, and it’s easy to miss a few. Depending on your business, you need to complete the last touches on your product, tweak your marketing plan, hire staff, train salespeople and make sure hundreds of […]

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Business Planning

January 13, 2020

Keeping Your Business in Harmony: Which Type of LLC Is Right for You?

Taylor Swift or The Temptations? Whether you are in San Antonio, elsewhere in Texas or further afield, business has its risks. Forming an LLC (Limited Liability Company) enables you to keep your personal and business assets separate in order to reduce personal and business liabilities.  Generally in Texas, the liability of the members of an […]

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Business Planning, Estate Planning & Asset Protection

January 9, 2020

What Happens To Your Business If You Pass Away or Become Incapacitated?

Here’s why all Small Business Owners Should Have a Plan In Place Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and your […]

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Business Planning

January 7, 2020

Answering All Your Questions on Corporations

We’ve been Business Planning for over 11 years at the firm and here’s a breakdown of all the Frequently Asked Questions we get regarding Corporations. What is a Corporation? A corporation is a separate legal entity having its own rights, privileges, and liabilities distinct from those of its members. People form corporations to protect their personal […]

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Business Planning

January 3, 2020

Which Business Entity is Right For You?

When starting a new business, one of the first decisions to be made is deciding which legal structure your company should take. DBA Regular of “C-Corporation” S-Corporation Limited Liability Company DBA A DBA (also known as a “sole proprietorship”, “Doing Business As”, or a “Fictitious Name”) is a business that is not separate from its […]

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Business Planning

January 1, 2020

7 Steps to Starting a Business in Texas

Step 1: Business Structure Step 2: Pick a Name Step 3: Register  Step 4: Federal Employer Identification Number Step 5: Open Company Accounts Step 6: Business Licenses and Permits Step 7: Ongoing Requirements Step 1 : Business Structure There are 3 basic options: a DBA, a Corporation or an LLC. A DBA or “Doing Business As” […]

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Estate Planning & Asset Protection

December 31, 2019

Your 5 Task Year-End Estate Planning To-Do List

2020 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will […]

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Uncategorized

December 30, 2019

Home for the Holidays? Put Aside the Fruitcake and Plan for the Future

We idealize the holidays: families celebrating together, opening Christmas gifts or lighting Hanukah candles, eating holiday dinner and sitting before an open fire. But things don’t always go according to the scripts in our heads even here in San Antonio, Texas. Some years, the bakery might forget our order for pumpkin pie or Uncle Harold […]

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Estate Planning & Asset Protection

December 26, 2019

Money Isn’t Everything in Estate Planning How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. After all, what really […]

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Estate Planning & Asset Protection

December 24, 2019

Want to Give the Kids an Early Inheritance? 4 Things to Consider

If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read. It can be especially satisfying to fund our children’s dreams […]

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