Austin Texas Estate Planning Blog

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Protect your Family after Death

Protect Your Family after Death?

Posted on: January 26, 2023
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
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How Do I Reduce the Size of My Taxable Estate

How Do I Reduce Size of My Taxable Estate?

Posted on: January 25, 2023
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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Coolio Didn’t have a Will…But You Should

Coolio Didn’t have a Will…But You Should

Posted on: January 24, 2023
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
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WHAT HAPPENS WHEN AN OWNER OF JOINTLY OWNED PROPERTY DIES

What Happens When Property Is Owned Jointly and an Owner Dies?

Posted on: January 23, 2023
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
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NEW CHILD ON THE WAY IT’S TIME TO CREATE AN ESTATE PLAN

New Child on the Way? It’s Time to Create An Estate Plan

Posted on: January 22, 2023
Perhaps you’re a parent expecting your first child, adopting, or maybe you’re a grandparent looking forward to another bundle to bounce on your knee. The joy of a new arrival can be all-consuming. But as we all know, the anticipation must give way to action, planning everything from daycare to diapers. Of course, it’s hard […]
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How to Use Qualified Charitable Distributions in Estate Planning

How to Use Qualified Charitable Distributions in Estate Planning

Posted on: January 19, 2023
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
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What’s the Latest with Larry King’s Estate

What’s the Latest with Larry King’s Estate?

Posted on: January 18, 2023
The $100 million battle involving Larry King’s widow Shawn has heated up with the late television personality’s ex-business managers accusing him of having a secret bank account, RadarOnline.com has learned.
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HIGH INTEREST RATES HAVE AN IMPACT ON ESTATE PLANNING

High Interest Rates Have an Impact on Estate Planning

Posted on: January 16, 2023
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound.  However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
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How Does a Trust Work

How Does a Trust Work?

Posted on: January 15, 2023
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
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