--- title: PAX Financial Blog | estate planning description: estate planning | Read PAX Financial's blog to stay current with personal finance issues that are important for your financial goals. --- - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Our Story](https://paxfinancialgroup.com/about-pax/our-story/) - [The PAX Financial Group Team](https://paxfinancialgroup.com/about-pax/our-team/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recogitions/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you/) - [Contact Us](https://paxfinancialgroup.com/connect-with-pax-financial-group/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Services for Individuals](https://paxfinancialgroup.com/what-we-do/services-for-individuals/) - [Pivot Retirement Planning](https://paxfinancialgroup.com/what-we-do/pivot-retirement-planning/) - [Services for Employers](https://paxfinancialgroup.com/what-we-do/services-for-employers/) - 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[Get Started](https://paxfinancialgroup.com/connect-with-pax-financial-group/) - [Client Login](https://login.orionadvisor.com/login.html?g=bfb10d51-fc34-4f06-a8bc-53c5fb407eb8) [![PAXFinancialGroup](https://blog.paxfinancialgroup.com/hubfs/PAXFinancialGroup-Dec2017/Image/logo.png "PAXFinancialGroup")](http://www.paxfinancialgroup.com) # PAX Financial Blog [![living trust and estate planning](https://blog.paxfinancialgroup.com/hubfs/Trust%20vs%20will%20estate%20planning%20San%20Antonio%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/estate-planning-san-antonio-how-to-help-your-family-financially-through-a-trust) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Apr 5th, 2021 by: [Brad Hallett](https://blog.paxfinancialgroup.com/blog/author/brad-hallett) ## [Estate Planning San Antonio: How to Help Your Family Financially Through a Trust](https://blog.paxfinancialgroup.com/blog/estate-planning-san-antonio-how-to-help-your-family-financially-through-a-trust) [Read More](https://blog.paxfinancialgroup.com/blog/estate-planning-san-antonio-how-to-help-your-family-financially-through-a-trust) [![next generation small business owner](https://blog.paxfinancialgroup.com/hubfs/retirement%20planning%20for%20business%20owners%20in%20Texas%20PAX%20Financial%20Group%20San%20Antonio.jpg)](https://blog.paxfinancialgroup.com/blog/common-estate-planning-questions-how-to-pass-a-business-on-to-the-next-generation) [Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Mar 22nd, 2021 by: [David Alvarez](https://blog.paxfinancialgroup.com/blog/author/david-alvarez) ## [Common Estate Planning Questions: How to Pass a Business on to the Next Generation](https://blog.paxfinancialgroup.com/blog/common-estate-planning-questions-how-to-pass-a-business-on-to-the-next-generation) [Read More](https://blog.paxfinancialgroup.com/blog/common-estate-planning-questions-how-to-pass-a-business-on-to-the-next-generation) [![man and woman reviewing paperwork at table](https://blog.paxfinancialgroup.com/hubfs/when%20do%20you%20need%20a%20financial%20planner%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/what-is-a-trust-and-other-common-estate-planning-questions) [Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [retirement](https://blog.paxfinancialgroup.com/blog/tag/retirement) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Aug 3rd, 2020 by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) ## [What is a Trust? And Other Common Estate Planning Questions](https://blog.paxfinancialgroup.com/blog/what-is-a-trust-and-other-common-estate-planning-questions) [Read More](https://blog.paxfinancialgroup.com/blog/what-is-a-trust-and-other-common-estate-planning-questions) [![questions to ask elderly PAX Financial Group-1](https://blog.paxfinancialgroup.com/hubfs/questions%20to%20ask%20elderly%20PAX%20Financial%20Group-1.jpg)](https://blog.paxfinancialgroup.com/blog/5-questions-to-ask-elderly-parents) [Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Nov 4th, 2019 by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) ## [5 Questions to Ask Elderly Parents](https://blog.paxfinancialgroup.com/blog/5-questions-to-ask-elderly-parents) [Read More](https://blog.paxfinancialgroup.com/blog/5-questions-to-ask-elderly-parents) [![financial planning and philanthropy PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/financial%20planning%20and%20philanthropy%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/5-things-to-do-before-you-donate-to-charity-financial-planning-and-philanthropy) [Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Oct 14th, 2019 by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) ## [5 Things To Do Before You Donate to Charity: Financial Planning and Philanthropy](https://blog.paxfinancialgroup.com/blog/5-things-to-do-before-you-donate-to-charity-financial-planning-and-philanthropy) [Read More](https://blog.paxfinancialgroup.com/blog/5-things-to-do-before-you-donate-to-charity-financial-planning-and-philanthropy) [![elderly financial planning questions PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/elderly%20financial%20planning%20questions%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/how-to-protect-your-dependents-in-10-steps) [Financial Planning](https://blog.paxfinancialgroup.com/blog/tag/financial-planning) [financial advisor San Antonio](https://blog.paxfinancialgroup.com/blog/tag/financial-advisor-san-antonio) [estate planning](https://blog.paxfinancialgroup.com/blog/tag/estate-planning) Sep 2nd, 2019 by: [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) ## [How to Protect Your Dependents in 10 Steps](https://blog.paxfinancialgroup.com/blog/how-to-protect-your-dependents-in-10-steps) [Read More](https://blog.paxfinancialgroup.com/blog/how-to-protect-your-dependents-in-10-steps) [All posts](https://blog.paxfinancialgroup.com/blog/all) ### GET THE PAX LATEST POSTS Keep updated on how the latest financial trends impact you. ### READY TO PIVOT TO YOUR BEST FUTURE? 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[Talk With Us](https://info.paxfinancialgroup.com/talk-with-pax-financial-group-for-your-free-financial-planning-consultation) #### POPULAR POSTS [![will estate PAX Financial ](https://blog.paxfinancialgroup.com/hubfs/will%20estate%20PAX%20Financial%20.jpg)](https://blog.paxfinancialgroup.com/blog/updating-your-will-2-things-you-need-to-talk-about-with-your-financial-planner-san-antonio) # [Updating Your Will – 2 Things You Need to Talk About with Your Financial Planner San Antonio](https://blog.paxfinancialgroup.com/blog/updating-your-will-2-things-you-need-to-talk-about-with-your-financial-planner-san-antonio) by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) June 18, 2018 [![investment risk assessment PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/investment%20risk%20assessment%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/two-things-all-investors-should-do-rethink-market-crash-and-take-an-investment-risk-assessment) # [Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment](https://blog.paxfinancialgroup.com/blog/two-things-all-investors-should-do-rethink-market-crash-and-take-an-investment-risk-assessment) by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) August 27, 2018 [![Faith Based Investing written on notebook](https://blog.paxfinancialgroup.com/hubfs/faith%20based%20investing%20financial%20planning%20San%20Antonio%20PAX.jpg)](https://blog.paxfinancialgroup.com/blog/a-guide-to-faith-based-investing-3-steps-to-getting-started) # [A Guide to Faith-Based Investing: 3 Steps to Getting Started](https://blog.paxfinancialgroup.com/blog/a-guide-to-faith-based-investing-3-steps-to-getting-started) by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) November 2, 2020 [![planned financial services sandwich generation PAX Financial Group](https://blog.paxfinancialgroup.com/hubfs/planned%20financial%20services%20sandwich%20generation%20PAX%20Financial%20Group.jpg)](https://blog.paxfinancialgroup.com/blog/planned-financial-services-for-the-sandwich-generation) # [Planned Financial Services for the Sandwich Generation](https://blog.paxfinancialgroup.com/blog/planned-financial-services-for-the-sandwich-generation) by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) April 17, 2018 [![retirement planning buckets outlive your income PAX Financial](https://blog.paxfinancialgroup.com/hubfs/retirement%20planning%20buckets%20outlive%20your%20income%20PAX%20Financial.jpg)](https://blog.paxfinancialgroup.com/blog/5-steps-to-help-ensure-you-wont-outlive-your-income) # [5 Steps to Help Ensure You Won’t Outlive Your Income](https://blog.paxfinancialgroup.com/blog/5-steps-to-help-ensure-you-wont-outlive-your-income) by [Darryl Lyons](https://blog.paxfinancialgroup.com/blog/author/darryl-lyons) July 23, 2018 Created with Sketch. ### LEARN MORE - 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We’re more than just financial advisors, we’re life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment management and insurance all in one place, with simple, all-inclusive pricing. [Talk to us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) ### CONTACT INFO ##### SAN ANTONIO OFFICE: **Address:** 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 **Phone:** (210) 881-5700 **Fax:** (210) 881-5698 ##### ASHEVILLE NC REMOTE LOCATION **Phone:** (828) 333-5112 **Fax:** (210) 881-5698 - [twitter](https://twitter.com/paxfinancialgrp) - [facebook](https://www.facebook.com/paxfinancialgroup) - [linkedin](https://www.linkedin.com/company/27090846/) - Investment Advisory Services are offered through PAX Financial Group - [Website Disclosures](https://paxfinancialgroup.com/website-disclosures/) - [Privacy Policy](https://paxfinancialgroup.com/privacy-policy/) This site is published for residents of the United States only.  Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact PAX Financial Group at 210-881-5700.