Ready for a “Stay Rich” read Part 1

Not every day do you run into an author from Laredo who is still writing and practicing law that helps people maintain their wealth. Grow Laredo’s “Kash” Vasquez sits with JMD to talk risk and riches (part one). Read More

Not just a chunk of change

I remember listening to Aretha Franklin and hearing her undeniable charisma through her soulful voice. I especially loved listening to her tracks on one of the best movie soundtracks of all time, The Big Chill. She clearly was a woman of wisdom. You could tell she was someone who was decisive. She knew what she… Read More

Congratulations! Your child is now going to a University…Now what?

Preparing to send your son or daughter to college?What if your college student has a medical or financial emergency away from home? Read More

Isn’t there a law for that already??

There are people who think that when they die while married, that everything they own will automatically go to their spouse or children. What may be the case is that they are thinking of state rules that apply if someone dies without leaving a will. In legal terms, this is referred to as “intestate.” Read More

3 Critical Plan B documents business owners ignore

Business owners need a CRITICAL PLAN B for succession by using a will, living trust and power of attorney. You can’t buy this peace of mind. But you can earn it by acting for yourself and those you love. Read More

Time for your 3-Bucket Method? YES!

As the saying goes, “**it happens”, but there is a way to have mastery of all of the moving parts in not only your business but your life. You just need to get a hold of the right “buckets” to contain and protect your most special assets in your life. Read More

Cómo dejar activos a los niños y evitar estos errores comunes y costosos

La mayoría de los padres quieren asegurarse de que sus hijos estén previstos en el caso de que algo les suceda mientras los niños son menores de edad. Abuelos, tías, tíos, y buenos amigos a veces quieren dejar regalos a los queridos niños pequeños también. Desafortunadamente, las buenas intenciones y la mala planificación a menudo… Read More

4 Common Estate Planning Myths

Common Estate Planning Myths: Are you a victim of the following estate planning myths and misconceptions? I’m Too Young for Estate Planning Someone as young as 20 years can have a will. Therefore, starting your estate planning while you’re still young and keeping it updated regularly will keep your assets free from legal complications in… Read More

Después de la reciente reforma tributaria, ¿sigue siendo necesaria la planificación patrimonial?

La mayoría de los adultos de los Estados Unidos (especialmente Gen-Xers y los millennials) no tienen sus planes en orden.
¡Le podemos ayudar a añadirse a la lista de americanos preparados! Read More

Consejos de planificación patrimonial para la empresa dependiente del propietario

Consejos de planificación patrimonial para la empresa dependiente del propietario. Read More

¿No hay ya una ley para eso?

La ley estatal decide qué sucede a tu herencia si están separados de su cónyuge cuando mueren. La mayor parte del tiempo, el tribunal ignora su separación y sólo considera que todavía legalmente casados. Read More

3 documentos criticos que los propietarios de negocios ignoran

Estos documentos-el testamento, fideicomiso, el poder y otros-se ignoran si los propietarios de negocios no ven el valor que representan. Conforme pasa el tiempo y su negocio crece, tener estas piezas en su lugar se convierte en algo más que importante. Se vuelve crítico. Read More

What you do with your money today can make and keep you rich

If you look around your community, you may notice many truly rich people who may have little or no college education. They were not lottery winners. They found overlooked opportunities, then took calculated risks without over analyzing. These people found their own road map to becoming rich. Read More