San Antonio Texas Estate Planning Attorney

12/14/2011

Poll Says Most Boomers Will Work During Retirement

An Associated Press poll released earlier this month reported that many baby boomers are planning to stay on the job during retirement years – as many as 73 percent of boomers said they plan to keep working in retirement.

12/10/2011

Inherited IRAs: Rules Differ For Spouses and Non-Spouses

When it comes to how to handle inherited IRAs, the rules are different for spouses and non-spouses – and being aware of that difference can save you a bundle.

12/06/2011

IRS Audits of Trust Tax Returns Increasing

According to a study conducted by the Trust Regulatory News, IRS audits of trust tax returns have increased more than 40 percent since 2007.

12/01/2011

Take Advantage Now of Flexibility in Tax Laws

Although many estates may be smaller after the economic downturn of the last few years, there’s now more room for flexibility — and if you plan properly, more of your estate will end up going to your heirs rather than to the government.

11/22/2011

Most American’s Don’t Plan for Long-Term Care

A new Northwestern Mutual Life Insurance Co. study says that almost 80 percent of Americans are aware of the need to plan for long-term care, but almost half of them neglect to do so.

11/17/2011

Can a House be “Evil”? And is Failure to Disclose a Crime?

An interesting post recently at the PropertyProf blog by Tanya Marsh, an assistant professor at Wake Forest Law School, in which she tackles the issue of whether or not a TV real estate agent should be held accountable for not disclosing that a house was “evil” prior to purchase.

11/16/2011

Texas Small Business Owners Buy-Sell Agreement Funding

If you are a small business owner in Texas and you have business partners and shareholders, then you’ll want to be prepared for what would happen if one of you passed away. It is important to have this sorted out before something happens, as it can determine how your estate — and the estates of tho...

11/10/2011

Insights From the Wealthy on Retirement Planning

11/08/2011

Land Prices and Tax Changes Affecting Estate Plans for Farmers and Ranchers

A recent article in Wallaces Farmer provides some insights into why farmers and ranchers need to reassess their estate plans in light of rising land prices and the new tax law passed last December.

11/04/2011

Help for Stopping a Texas Foreclosure

If you’re one of the thousands of Texas homeowners who are facing foreclosure, you’re looking to find the best foreclosure option to help you right now.

11/01/2011

About Texas Mineral Rights

Texas is a mineral-rich state, so the benefits of owning mineral rights are of special interest to many Texans. Ownership of mineral rights provides an owner with the rights to exploit, mine, and/or produce any minerals under the owner’s property.

10/27/2011

Protecting the Assets of Your Texas LLC

Many people think that when they create a new business venture as an LLC that the assets held therein are completely protected. While it is true that LLCs offer phenomenal protection while also offering great tax benefits to small and medium-sized business owners, the truth of the matter is that whe...