A revocable living trust is a written agreement designating someone to be responsible for managing your property and estate. It’s called a living trust because it’s established while you’re alive. Common reasons for creating a living trust include: avoiding probate increased confidentiality since living trusts are never made a matter of public record reducing taxes...Read More
Life insurance is a common financial item purchased by millions of Americans. It provides the named beneficiaries with monies after a death to replace earnings, to send kids to college, to pay the mortgage, to cover burial costs or unpaid taxes. For most people, the beneficiaries are children, grandchildren or other close family members. Like...Read More
It is simply the most important thing you can do for the care of your family. It affects current and future generations and too often it is ignored. “It” is estate planning. And studies show that 55% of Americans die without a will or estate plan, leaving their family members with unresolved financial, legal and...Read More
There are basic estate planning considerations and documents every senior citizen ought to have reviewed and completed to help manage their estate when they pass away. Unfortunately, most older adults in San Antonio are not aware of these strategies. That is where a qualified Elder Law Attorney can help. Many senior citizens in Texas rely...Read More
The challenge of caring for a disabled or special needs family member can be rewarding, but also exhausting financially and emotionally. There are legal methods for helping caretakers through this difficult time and ways to support the disabled loved one in the future. Tools for Long-Term Support Disability trusts are created for the purpose of...Read More
Nothing feels as good as giving back. But in order to have control over where your donations are given as you pass away, you need legal counsel in charitable planning. In May of this year, the Eagle newspaper reported that three brothers who hail from San Antonio, TX kicked off a cross-country bike journey. The...Read More
For many business owners in the San Antonio and neighboring communities, working with a lawyer is a lower priority than staffing, marketing, and sales and is done only when there’s a problem. However, smart companies focus on planning and preventing problems in advance. They make sure their businesses are protected against potential trouble by working...Read More
When you pass away, the last thing you want to do is create a messy probate situation for your heirs and beneficiaries. Probate is the court-supervised process of sorting and administering a person’s will. Probate is the court proceeding where a judge validates a will, gives it legal approval, and designates the named executor with...Read More
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