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Estates Planning and Asset Protection
Trusts – The Swiss Army Knife of Estate Planning

Trusts – The Swiss Army Knife of Estate Planning

To the general public, a trust may seem like an advanced tool only for the wealthiest among us....

How to Manage Your Basis “Step Up”

How to Manage Your Basis “Step Up”

If you or someone you know has received an inheritance, it is important for you to understand how...

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

When it comes to your family’s legacy, every dollar you can save from tax collection counts. One...

How to Fix 5 Common Estate Planning Problems

How to Fix 5 Common Estate Planning Problems

Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing...

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

The idea of implementing an estate plan might be one of the scariest things you have to confront...

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...

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111 W. Olmos Drive
San Antonio, Texas 78212
(210) 646-9400

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Central Suite 200
Austin, TX 78756
(512) 537-2211

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