Let me tell you the four things that lead me to believe that the LLC is the preferred option in most circumstances. Read More
Time for your 3-Bucket Method? Why, Yes!
You just need to get a hold of the right “buckets” to contain and protect your most special assets in your life. These buckets embody my philosophy that I share with my clients when we do their asset protection and estate planning. I call it the 3-Bucket Method for Asset Protection and Estate Planning. I invite you to “talk buckets” with me & request my free book. Read More
How planning matters
Chadwick Boseman showed us that even those who appear to be young, vibrant, and heroic need planning. Boseman died at age 43. While little is known of Boseman’s estate planning, we do know that he had a wife, Taylor Simone Ledward, whom he met in 2015 and to whom he got engaged to in October 2019. Boseman was the youngest of three sons of his mother, a nurse, and his father, a textile factory worker. I say this again and again, because it is so true. His untimely death shows us that even those of us who are young need at least a basic estate plan.
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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. The specifics will vary depending on each state’s law, so where you live when you die can significantly change the result for your family. Here is what you need to know. Read More
Real Estate Closing? Here is an alternative to a Title Company
If you have ever bought or sold real estate, you probably went to a title company to close on the deal. But did you know there is an alternative to using a title company directly? Here is an alternative you should consider. Read More
Keeping docs safe and accessible
Where do you keep your most important documents? Perhaps, you have a filing cabinet. Or even a shoebox where you put important papers. It doesn’t really matter where you keep them, as long as you have one place you always know to look for them. Could you locate your important papers quickly if you needed to? Some documents… Read More
My proven method for reducing risk exposure
My proven method for reducing risk exposure involves three buckets. This method is a proven method used by myself and my clients. Let me share some key points you can use right away. Read More
7 Things you need to know when starting a business
There are many things that you need to know to start your business and keep it going. It’s impossible to state everything you need to know for your particular business, but the following seven are things to stay on top of, regardless of the type of business you start. Read More
Why the need for a letter of competency?
Do you need to consider writing a letter of competency? These can be sensitive issues for a family. However, adding one simple step to a senior’s legal planning process can reduce the potential for unnecessary stress and familial discord down the road. Read More
Artist shares his story of Laredo’s newest mural downtown
Knowing where you come from and the things that were accomplished by the people who came before you show you what is possible. Local artist, Ricky Castillon, shares his story of
Laredo’s newest mural downtown
“Our story is our power ~
Nuestra historia es nuestro poder” Read More
Yours, Mine and Ours: Blended Family Estate Planning
Blended families, like ours, are challenged when looking at their estate planning. It is estimated that more than half of U.S. families are remarried or re-coupled. If you are in this category and also raising a blended family like my wife and I, here are six tips for protecting your family and your assets. Read More
5 Key Factors to Charting Your Road Map
If you want to be truly rich, you must do what the truly rich do. This means having your “house in order” before or during your adventure into business or real estate. Here are 5 key factors you can put in place now to get you on the right path at your personal level. Read More
7 things you need to know when starting a business
There are many things that you need to know to start your business and keep it going. It’s impossible to state everything you need to know for your particular business, but the following seven are things to stay on top of, regardless of the type of business you start. Read More
Seeing the bigger picture
A qualified and dedicated attorney will be able to see important issues that may not be apparent when only focused on the transaction. It is important that you have legal counsel that can see the big picture of what your plans, goals and aspirations are, so they can guide you along that path while avoiding pitfalls that befall the unwary. Read More
The #1 financial indicator you aren’t looking at
Are you looking for a magic number that would help you determine if you are moving your business in the right direction? Let’s take a look at the one financial indicator that most business owners are not looking at. Read More
GIFT TAX RATES: I’M GENEROUS, BUT DO I HAVE TO PAY THIS?
Now we know there are a lot of things to worry about in life, but the gift tax probably shouldn’t be one of them. Here are some common questions that I are asked and the answers should shed some light. Read More
Uncovering Gold: How do you find the right property
Finding real estate opportunities takes continuous monitoring. There are always opportunities out there; however, if you’re not looking for them, you won’t find them. Here are some of my strategies. Read More
The 3 things your college student can’t leave home without
Eventually we will be living a “new normal” and even preparing to send your son or daughter to college will be something we will resume to do once the stages of quarantine have passes. While you can’t help these everyday concerns, you can prepare for the major ones with these 3 things. Read More
MITOS ENGAÑOSOS ~ DECEPTIVE MYTHS
Los 4 principales mitos y conceptos erróneos de la planificación patrimonial / The 4 top estate planning myths and misconceptions Read More
Double Trouble
The potential for double payment liability may arise any time a load moves—regardless if freight Broker or forwarder, is involved. The following are steps to take to reduce the exposure to double payment risk. Read More
