There is a new law effective January 1, 2024 that might require you to disclose information to a federal agency that you have not heard about yet. You need to find out whether you fall under one of the definitions of a reporting company, beneficial owner, or company applicant. Reading, hearing, and learning about this…

Estate planning is an act of love. It is what you do for the people you love. It takes time, effort, and risk. Why do I say that estate planning is a risk? Estate planning is a risk because the way you leave what you have to those you love says something about you. When…

As we pull into 2022, the Probate Courts are looking and operating a little different then we are use to.  On Jan. 28th, The San Antonio Bar Association’s Elder Law Section so kindly brought in the staffs of both Probate Courts to introduce them to the probate community.  This is the first expansion of staff…

             I recently attended a two-day legal seminar hosted by the San Antonio Estate Planners Council that was very enlightening and important not only for attorneys like myself that practice in this area, but also for individuals looking to protect themselves and their assets effectively. For this post, I want to focus on one…