This column first appeared in the San Antonio Express News on July 14, 2017. Congratulations on your business plan. I cannot speak to the viability or profitability of your new venture, but can give you some guidance about business structure, and insight on how to integrate the new business into your estate plan. Since this business will involve two owners, you could select a traditional corporate format, a traditional Partnership, or a Limited Liability Company as the busine

This column first appeared in the San Antonio Express-News on June 23, 2017. In fact, your parents wanted exactly what the lawyer wrote: that each of their children would receive 50% of their assets when they both died. The problem is not the Will. Rather, the problem is that banks and brokers have power to override the terms of a Will when accounts are established, and that they do so without properly warning the accountholders of the impact. Let me give you an example. Dad