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Estates Planning and Asset Protection

5 Steps for Coordinating Plans Across Generations

Intergenerational estate planning is important. This type of planning is about more than just...

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect...

Debt After Death: Why You Should Think About It When Estate Planning

Debt After Death: Why You Should Think About It When Estate Planning

If you carry debt, do not assume that your death or incapacity will make it automatically...

How Your Trust Can Help a Loved One Who Struggles with Addiction

How Your Trust Can Help a Loved One Who Struggles with Addiction

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of...

Do It Now: Name a Guardian for Your Minor Child(ren)

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children can stop you in your tracks....

Did you or a loved one make any of these five critical estate planning mistakes?

Did you or a loved one make any of these five critical estate planning mistakes?

Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the...

3 Reasons You Want to Avoid Probate

3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their...

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

What constitutes a “large” gift can be relative. That being said, if you are considering giving...

Estate Planning…A must whether you have a little or a lot!

Estate Planning…A must whether you have a little or a lot!

While everyone is celebrating during this holiday season, the manner of these celebrations can...

Are Payable-On-Death Accounts Right For You?

Are Payable-On-Death Accounts Right For You?

A payable-on-death account, also called a POD account, is a common way to keep bank and investment...

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San Antonio, Texas 78212
(210) 646-9400

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

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