Wealth planning for your life & business
I offer clients the opportunity to sit down with me and review their estate plans at least once each year. However, this doesn’t mean you should wait until your next review if your circumstances change. This Estate Planning Checklist identifies events that could make a significant impact on your estate. I let my clients know… Read More
If the idea of having a measured and reasonable amount of control, predictability or certainty is important to you, you are going to want to check this out. Read More
We are happy to partner with fellow attorney, Kelly Fitzgerald, who is a seasoned Family Law Attorney, for this month’s Dickerson Law Report. Reach our office to further chat with Kelly about her 7 things to consider when pulling the divorce trigger and other Family Law topics of discussion. Read More
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 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
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
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
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
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
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
2018 Tax Reform may have you asking is Estate Planning is still necessary in Laredo, McAllen and South Texas. The answer is easy. Find out more. Read More
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
Consejos de planificación patrimonial para la empresa dependiente del propietario. Read More
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
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
Operating a business upon your skills makes you a valuable person to your business, but could be risky if and when something happens to you. Read More
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
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
Here are a few tough questions you should ask your board certified estate planning & probate attorney before you write a check. Read More
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