Wealth planning for your life & business
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
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
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
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
