Everyone needs an estate plan, not just the super-wealthy. Estate planning is planning for the orderly distribution of your property to your heirs. But it encompasses much more. Estate planning has five major purposes, one or more of which will surely apply to you. Read More
Amazing and crazy stories of celebrities estate planning stories and the lessons learned that can save you heartache and family drama. Read More
We have just entered the last quarter of 2020. We are taking that last turn of this most unusual and unpredictable year. This is a time to get our bearings. Where are we right now, as compared to the beginning of the year? Assuming you did set goals and the beginning of the year, which I always recommend; where are we now, in comparison to the goals we set at the beginning of the year? Read More
Probate of a loved one’s estate can sometimes be necessary after they pass away. Navigating the court process while you are grieving can be overwhelming. By having action steps in place with a will or trust, you can help reduce the stress and suffering of the loved ones you might leave behind. Here are 4 of the top questions I get from my clients about probate in Texas. Read More
Guest writer and former “tax man”, Gilberto Neira, gives us the view behind the curtain on an IRS audit. Learn the how the IRS can select you for audit. I will also provide you with my simple process for preparing you to face the IRS if you are audited. You will learn your rights as a taxpayer. Read More
In today’s digital age, you must consider having a plan when you pass that is simple to follow and that two of your loved ones/trustees fully understand and are aware of. Thankfully, there are free tools that can be used to access all of your critically important documents in an easy way. Read More
We are at a good vantage point, in September, to take a look back at where we have been and resolve to be for 2021. What do you see on the horizon? Read More
Let me tell you the four things that lead me to believe that the LLC is the preferred option in most circumstances. Read More
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
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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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
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
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 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
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
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
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
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
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
