Category: estate planning
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What does it mean to be a Certified Loss of Life Advocate Advisor?
Losing a loved one is one of the most challenging experiences anyone can face. In addition to the emotional pain, families are often left navigating...
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Generational Generosity: How Family Giving Plans Work
For many families, a guiding principle to live by is that giving brings more joy than receiving. A family giving plan provides an opportunity to...
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Estate Planning 101 for San Antonio, Texas Residents
Estate planning refers to the disposition of your assets after you pass away and planning for your affairs to be managed should you become incapacitated....
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How Often Should You Do an Estate Plan Beneficiary Review?
Estate planning in San Antonio, TX is an essential component of long term-financial planning. Estate plans consist of Last Will & Testaments and trusts, both...
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Texas Estate Planning and RMD Changes you Need to Know for 2023
Like many of the topics that comprise financial affairs, there have been notable changes that went into effect recently that could alter your estate and...
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Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be subject to federal estate taxes. For Texas residents...
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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
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Should you Combine Estate and Financial Planning?
Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good plans involve diligent estate planning. Estate planning provides peace...
