Preserving Family Wealth for Generations

mail info@voellerlaw.com

office-ph(210) 651-3851

address19311 FM 2252 Suite 103, San Antonio, Texas 78266
  • a
    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, assistant secretary at the American Armed Forces Mutual Aid Association (AAFMAA), the longest-standing U.S. not-for-profit association for veterans agreed in a published interview. “We tell veterans that the military, like … Continue reading “Navigating the Maze of Veteran Benefits”

    Read More
  • a
    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 trust administration can be complicated and confusing. So frequently the trustee will seek out a qualified trust administration attorney to help manage the process. An experienced legal team will help … Continue reading “Optimizing Trust Administration”

    Read More
  • a
    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 actually, tax planning is an essential part of every estate plan. Estate taxes can apply when the decedent has a will in place, but there are ways to minimize these … Continue reading “Legal Methods for Avoiding the Tax Man”

    Read More
  • a
    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 needs trust, you can provide additional financial support for your elderly parents, disabled children or other loved ones without affecting their government support. A special needs trust can help you … Continue reading “Special Trusts for Special Needs”

    Read More
  • a
    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 be handled in case you become incapacitated or if you should pass away. Revocable trusts are not just for the rich and famous. They are an important component for all … Continue reading “The Flexibility of a Revocable Trust”

    Read More
  • a
    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 your will is valid, the personal representative is responsible for taking control of your assets, notifying and paying any creditors, filing income and estate tax returns, and distributing your property … Continue reading “Probate 101”

    Read More
  • a
    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 and managed. Estate administration involves gathering the assets, paying the decedent’s debts, and distributing the remaining assets. Without a basic understanding of the estate administration process, the whole experience can … Continue reading “The Pitfalls of Probate”

    Read More
  • a
    Why You Need a Power of Attorney Now

    Most people are familiar with the legal term “power of attorney,” but many do not realize how important it is to designate another party to handle their affairs in situations where they are not able to do so. When you least expect it, your life can take a turn for the worse, putting you or … Continue reading “Why You Need a Power of Attorney Now”

    Read More
  • a
    The Best Way to Plan for Long-Term Care

    When it becomes necessary to put family members in long-term care facilities, we expect our loved ones to be treated well. Unfortunately, a recent study by AARP revealed that cities such as San Antonio and all throughout the state of Texas ranked towards the bottom (35th overall) for quality of life and care in this … Continue reading “The Best Way to Plan for Long-Term Care”

    Read More
  • a
    The Time to Plan is Now

    People are living longer and life expectancy continues to increase. As a result, planning for the possibility of long-term health care has become a critical component of estate planning. Long-term health care is expensive. Whether the health care is provided in a nursing home or the patient’s home, costs can quickly deplete even the wealthiest … Continue reading “The Time to Plan is Now”

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