Elder Law E-Letter: October 2026 | |
Plan for the future with Bertsch & Boze Elder Law, PC. Are you looking for guidance on estate planning, probate, long-term care planning, or setting up a trust for your family? Our experienced team is also here to help you protect your assets and navigate the complexities of Medicaid eligibility for your loved ones. Contact Bertsch & Boze Elder Law, PC today at (210) 892-4555 or visit us online at: www.assistingseniors.com. | |
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October on Our Mind!
October is here, bringing pumpkins, fall traditions, and the hope that cooler weather might eventually find its way to San Antonio! Around here, we know “fall” can still mean trick-or-treating in tank tops, but that certainly doesn’t stop us from enjoying everything
this season has to offer.
As we head into another busy and special time of year, we want to thank all of our clients, friends, and community partners for being part of our fall and, more importantly, part of the Bertsch & Boze family. We’re so grateful for the relationships we’ve built and the trust you continue to place in our team. Here’s to a wonderful October, a little extra time with the people we love, and hopefully a cool front or two!
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October: A Time for Family and the Future
October brings a change of season, fuller calendars, family traditions, and the beginning of a special time of year. From fall gatherings to Halloween with the grandkids, it’s a month that reminds us how meaningful time with the people we love can be.
It’s also a good time to take care of the things we’ve been putting off. With Thanksgiving and the holidays just around the corner, reviewing your estate plan, updating important documents, or finally beginning the planning process now can mean one less thing on your mind during
the busy months ahead.
At Bertsch & Boze, we believe these important decisions deserve time, conversation, and a plan built around your individual family. If estate planning has been sitting on your to-do list, give our office a call this October. We’d be honored to help you get things in order so you can spend the holidays focusing on what matters most.
We're always just a phone call away.
(210) 892-4555
| | | Community Spotlight: Hello October! | | |
Connecting with our community continues to be one of the most meaningful parts of our work. Throughout the year, we’re fortunate to spend time with local organizations, share information with families, and take part in events across San Antonio. These moments remind us how lucky we are to
serve the people who make this city feel like home.
September was another wonderful month of educating and serving throughout our community. Our team got to spend time with attorney Shekinah Hammonds Davis and her team, where she invited us for lunch and a chance to visit and collaborate. We talk a lot about how much our community matters to our firm, and this is part of what we mean. We also got to spend time together celebrating Carol’s 30th anniversary and Autumn’s 3rd anniversary with the firm- it was such a great reminder of how lucky
we are to have this team.
As October brings fall traditions and the holiday season a little closer, we’re especially thankful for the clients and families who make our work so meaningful. It’s a privilege to be trusted with the things that matter most, and we’re grateful to be part of your lives and this wonderful community.
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Our team got to spend time with attorney Shekinah Hammonds Davis and her team, where she invited us for lunch and a chance to visit and collaborate.We talk a lot about how much our community matters to our firm, and this is part of what we mean.
| | Spending time together celebrating Carol’s 30th anniversary and Autumn’s 3rd anniversary with the firm- it was such a great reminder of how lucky we are to have this team! | |
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Giving Thanks by Giving Back:
Nominate Someone for Pro Bono Legal Services
This November, Bertsch & Boze Elder Law is celebrating the season of gratitude by giving back to our community. We will select an individual or family experiencing financial hardship to receive up to $2,500 in pro bono elder law or estate planning services from our firm.
We invite our clients, friends, and newsletter readers to nominate someone who could benefit from our help but would not otherwise be able to afford legal services. As a reminder, “pro bono” means legal services provided without charge to someone who lacks the financial resources to hire an attorney. This program is intended for people experiencing real financial need- not simply someone who would appreciate receiving free legal services. We ask that you please keep that purpose in mind when considering a nomination.
To submit a nomination, simply email us (staff@assistingseniors.com) with the nominee’s name, contact information, and a brief explanation of their circumstances and how our services could help.
We will review the nominations and select the recipient in November as part of our “Giving Thanks” initiative. Whether someone needs help putting an estate plan in place, navigating a long-term care issue, or addressing another matter within our firm’s areas of practice, we hope this small effort can make a meaningful difference for members of our community who need it most.
Contact us at 210-892-4555 to schedule an appointment.
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On Tuesday, October 13th, Brennen will be presenting on Fraud and Scams Awareness Prevention at New Forest Haven. The presentation will be from 10:30- 11:30am.
On Wednesday, October 21, We’re proud to support the 2026 Symposium on Elder Abuse and Financial Exploitation from 8:30 AM- 4:00 PM, at the San Antonio Food Bank. The event brings together professionals and community organizations to help protect older adults and adults with disabilities through education, prevention, and collaboration. Registration is free, lunch is included, and seating is limited. We hope to see you there! The flyer for this event is below.
On Monday, October 26th, Carol will speak to a University of Incarnate Word School of Pharmacy class regarding
end-of-life legal issues (this is a private event, not open to the public).
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TIP: Did You Know?
AI can be a helpful place to start, but it shouldn’t be where your estate plan ends. Online tools can provide general information, but they don’t know your family, finances, or unique circumstances. When it comes to decisions this important, personalized guidance from an experienced elder law attorney can make all the difference.
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Estate Planning Package includes:
--Will
--Durable Power of Attorney
--Medical Power of Attorney
--HIPPAA Authorization
--Medical Directive
--Declaration of Guardian
--Disposition of your remains
Trusts
--Can help you to protect your beneficiaries, provide income to disabled loved ones, manage assets in the event you become incapacitated.
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Long-Term Care Planning
--Strategize the best way to protect assets so your loved one can qualify for Medicaid.
Probate
--If your loved one passes away and you're the executor of the will, we can help you probate the will to make sure your loved one's wishes are satisfied.
Medicaid
--Medicaid Applications
--Qualified Income Trusts
--Lady Bird Deeds
--Transfer on Death Deeds
--Gifts and Annuities
| | | ***Call us today to schedule an appointment at 210-892-4555 | | | | |
