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Austin: (512) 910-8977 | San Antonio: (210) 570-2458

Austin: (512) 910-8977 | San Antonio: (210) 570-2458

Leaving an Inheritance: Now, Later, or a Little Bit of Both?

Leaving an Inheritance: Now, Later, or a Little Bit of Both?

Leaving an inheritance is a significant financial decision that can impact both the giver and the receiver. While most people assume an inheritance is something passed down at the time of death, the truth is that many people choose to distribute inheritances to their...
3 Realistic Goals to Help Safeguard Your Future, Starting Now

3 Realistic Goals to Help Safeguard Your Future, Starting Now

The New Year is a time for optimism, for making resolutions that will set you on the right foot for the next 12 months. As February rolls around, though, many of these resolutions may have fallen by the wayside. Luckily, it’s never too late to take charge of your...
Estate Planning for the Sandwich Generation

Estate Planning for the Sandwich Generation

The “Sandwich Generation” is a unique group of adults roughly between the ages of 40 and 60 who find themselves caring for both their children and their aging parents. It can be difficult juggling multiple caregiving responsibilities, especially when the people...