Preserving Family Wealth for Generations


office-ph(210) 651-3851

address19311 FM 2252 Suite 103, San Antonio, Texas 78266

  • Creative Financial Approaches to Long Term Care Services

    Long term care insurance was sold aggressively in the 1980s, 90s and thereafter to offset the costs of seniors needing to live in a nursing

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  • You Have a Will, is That Enough?

    Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations

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  • Caring for our Veterans

    Veterans Aid and Attendance is a benefit paid by the VA to veterans, veteran spouses or surviving spouses in addition to a veteran’s basic pension. …

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  • Navigating the Maze of Veteran Benefits

    Too often, a veteran may be entitled to a number of benefits, but there is nobody to let them know they accrued it. Carlos Perez, …

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  • Optimizing Trust Administration

    When a person dies or becomes incapacitated, successor trustees are required to take over and follow the directions created in the trust. The process of …

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  • Legal Methods for Avoiding the Tax Man

    When people think of estate planning, they tend to focus on the distribution of an individual’s assets and other property when they pass away.

    But …

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  • Special Trusts for Special Needs

    The challenge of caring for a disabled or special needs family member can be rewarding, but also exhausting financially and emotionally.

    By establishing a special …

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  • The Flexibility of a Revocable Trust

    A revocable trust is a great opportunity while you are alive to designate exactly how you would like your estate, including property and assets, to …

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  • Probate 101

    Probate is the legal process where authority over your property is passed to someone else under court supervision and control. After the court determines that …

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  • The Pitfalls of Probate

    Probate administration refers to the handling of an estate of a person who has died. Whenever a person dies, their estate needs to be collected …

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  • James Voeller
    Naela member
    Member WealthCounsel
    The Advisors Forum
    The College of the state bar of Texas
    Department of Veterans Affairs