The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021 View other videos in our gallery Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (830) 598-5300 or fill out the form below and we’ll contact you to discuss your...
The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021 View other videos in our gallery Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (830) 598-5300 or fill out the form below and we’ll contact you to discuss your...
2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

Call or Text us at 830-598-5300 Video Resources 2020 Year-End Tax Planning for Individuals View other videos in our gallery Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (830) 598-5300 or fill out the form...
Pairing a Pour-Over Will With Your Trust

Pairing a Pour-Over Will With Your Trust

Call or Text us at 830-598-5300 Video Resources Pairing a Pour-Over Will With Your Trust View other videos in our gallery Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (830) 598-5300 or fill out the form...
Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

Call or Text us at 830-598-5300 Video Resources Donor-Advised Funds: Giving with a Tax Advantage View other videos in our gallery Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (830) 598-5300 or fill out the...