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Creating an estate plan is an important step toward protecting your loved ones and preserving your wishes. However, many...
10/07/2026

Creating an estate plan is an important step toward protecting your loved ones and preserving your wishes. However, many people may unintentionally leave out critical details that can create challenges later on. Swipe through for commonly overlooked estate planning considerations to keep in mind.

If you have questions about your estate plan or would like guidance on creating or updating one, contact us today. We are here to help.

For many families, a vacation home or timeshare is connected to family traditions, special memories, and time spent toge...
09/29/2026

For many families, a vacation home or timeshare is connected to family traditions, special memories, and time spent together over the years. Without a clear estate planning strategy in place, a vacation property can sometimes create confusion, unexpected expenses, or disagreements among family members down the road.

If you own a second home or timeshare, there are a few important estate planning considerations worth thinking through. Swipe to learn more.

If you have questions about structuring a plan for your vacation property or would like to review your current estate plan, feel free to reach out. We would be happy to discuss your options.

With fewer than 100 days remaining in the year, now is a smart time to revisit your estate plan and make sure it still r...
09/22/2026

With fewer than 100 days remaining in the year, now is a smart time to revisit your estate plan and make sure it still reflects your current wishes, family circumstances, and financial goals. Even small life changes throughout the year can prompt a review and update of important planning documents. Swipe to learn more.

If you would like to review your current estate plan or discuss potential updates, please contact our office. We are always happy to help.

When was the last time you reviewed your estate plan? If your answer is “it has been a while,” you are not alone. Many p...
09/15/2026

When was the last time you reviewed your estate plan? If your answer is “it has been a while,” you are not alone. Many people assume their estate plan is complete once it is signed, but in reality, it should be revisited over time to ensure it continues to reflect your wishes.

Here are a few key things to keep in mind:

🔹Regular Reviews Matter - It is often recommended that you review your estate plan every three to five years to keep it aligned with your current circumstances.

🔹Life Change Updates - Events like marriage, divorce, or welcoming a child should prompt a timely review, ideally within 60 to 90 days after the event.

🔹Know the Common Triggers - The “5 Ds” (death, disability, divorce, distance, and descendants) are considered the most common triggers for a review.

An estate plan should grow and change with you. If it has been a few years since your last review, our team is here to help. Contact us today to get started.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who re...
09/03/2026

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who receives payouts from key financial accounts and can even override what is written in a will. Swipe to learn more.

Ensuring your beneficiary designations are aligned with your estate plan can help. If you need help reviewing or updating your beneficiary designations, contact our office.

Do you know the difference between a last will and testament and a living will? Most people assume they cover similar gr...
08/31/2026

Do you know the difference between a last will and testament and a living will?

Most people assume they cover similar ground because of their similar names, but they actually serve very different purposes, and both are important parts of a complete estate plan. Swipe through for a clear look at what each document does and why you need both.

If you have estate planning questions, reach out to our office today. We are here to help ensure your wishes are fully protected.

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expe...
08/25/2026

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expectancy in the U.S. has climbed to nearly 79 years, continuing an upward trend after recent declines during the COVID-19 pandemic.

This means individuals and families must prepare for longer retirements, extended care needs, and more complex planning decisions over time. Swipe through to learn more.

If your current plan does not reflect these realities, or if it has been some time since your last review, now is the time to revisit it. Contact us today to discuss how we can help you plan for the future with confidence.

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. Th...
08/19/2026

Estate planning conversations are among the most meaningful discussions a family can have and among the most avoided. The discomfort is understandable, but the cost of not having them can be significant. Swipe through for practical tips to help you approach these conversations with confidence and clarity.

If you have questions about the estate planning process or are looking to review your existing estate plan, give our office a call today. We are here to help.

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make in...
08/11/2026

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make informed decisions about your end-of-life planning.

So, with that in mind, our team wanted to highlight several foundational pillars that every comprehensive estate plan should address. Swipe for more information.

Knowing the basics of estate planning is one of the first steps to creating a strong, protective plan. The next step is working with dedicated estate planning attorneys like our team. We are here to help guide you and your loved ones through the estate planning process and ensure that your wishes are protected. Give the team a call today, and we can get started.

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San Antonio, TX
78230

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5pm

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+12108801777

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