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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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Uncategorized

December 19, 2019

Make 2020 The Decade of Financial Wisdom

It’s easy to find negativity around the world today, especially online. But we believe there is much to be optimistic about. With the right support system in your life, you can navigate pretty much anything. That’s what we are here for.  I’m Jake Rivas a financial advisor in San Antonio, TX. I focus on helping […]

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Estate Planning & Asset Protection

December 19, 2019

Steps For Starting the End-of-Life Conversation

No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families. As an important part of estate planning, healthcare […]

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Business Planning, Estate Planning & Asset Protection

December 17, 2019

Retirement Planning for Business Owners

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also […]

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Estate Planning & Asset Protection

December 12, 2019

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear […]

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