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Estates Planning and Asset Protection
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents...

The Silent Threat to Your Estate Plan

The Silent Threat to Your Estate Plan

It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is...

3 Decidedly Dumb Ways to Leave an Inheritance for You

3 Decidedly Dumb Ways to Leave an Inheritance for You

Estate planning offers many ways to leave your wealth to your children, but it’s just as important...

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

No one wants unnecessary court involvement in their life. But without careful and proactive estate...

Integrating Community Property Trust Into Your Estate Planning

Integrating Community Property Trust Into Your Estate Planning

A well-crafted estate plan is comprised of many individual parts, and careful, trust-based estate...

How Long Should You Keep Important Documents?

How Long Should You Keep Important Documents?

In a society dominated by paperwork, the question of how long to hold on to important documents...

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While most proactive individuals know the importance of having a well-rounded estate plan, it is...

How an Estate Planning Letter of Intent Can Help Your Family

How an Estate Planning Letter of Intent Can Help Your Family

Estate planning is an important task that everyone should undertake as it helps to protect your...

3 Tips For Every New Homeowner

3 Tips For Every New Homeowner

Congratulations on the purchase of your new home.  Whether this is your first home or an...

The More You Know: Reverse Mortgages & Estate Planning

The More You Know: Reverse Mortgages & Estate Planning

You have likely seen several advertisements for reverse mortgages if you have spent any time...

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14100 San Pedro Ave
Suite #210 San Antonio, TX 78232
(210) 646-9400

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3800 North Lamar Boulevard
Central Suite 200
Austin, TX 78756
(512) 537-2211

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