Preserving Family Wealth for Generations


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address19311 FM 2252 Suite 103, San Antonio, Texas 78266
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    Avoiding the Burden of Probate

    When you pass away, the last thing you want to do is create a messy probate situation for your heirs and beneficiaries. Probate is the court-supervised process of sorting and administering a person’s will. Probate is the court proceeding where a judge validates a will, gives it legal approval, and designates the named executor with … Continue reading “Avoiding the Burden of Probate”

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