Posted on: January 22, 2024
As the eldest of Generation X edge a path toward retirement, the financial landscape presents a starkly different picture from their parents. Here in Austin, where the cost of living has risen with the city's popularity, Gen Xers face a retirement planning challenge that echoes a national sentiment: preparing for a future that looks much […]
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Posted on: January 21, 2024
With the dawn of each new year in Austin comes a time for reflection and forward-thinking, especially for parents who balance the dual demands of raising children and nurturing their careers. One date stands out in financial planning for its tax implications and significance in estate planning—Tax Day. You have the opportunity to make smart […]
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Posted on: January 18, 2024
Recently, we started discussing what Dementia caregivers need to know about estate planning and what this means for their ability to protect their wishes through an estate plan. We covered: However, as Dementia progresses, estate planning must become more proactive and strategic than ever to avoid court and conflict over your loved one's wishes in […]
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Posted on: January 17, 2024
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis and incapacity affects your loved one's legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, […]
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Posted on: January 16, 2024
Trying to find the right lawyer to help with legal matters, especially if you are in a crisis, but even if you aren't, can often feel like navigating uncharted waters. Some attorneys charge by the hour, some by result, and some charge flat fees. Regardless, you want to find an attorney you like who will […]
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Posted on: January 15, 2024
Austin's High-Earning Families and the Potential Shift in Estate Planning As Austin's estate planning specialists, we're at the forefront of advising affluent families—particularly those married professionals with young dependents and substantial incomes—on safeguarding their assets. With discussions swirling about potential estate tax increases, it's prudent to consider proactive strategic estate planning moves now. The Current […]
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Posted on: January 14, 2024
People often view Estate Planning through a lens of complexity and necessity, a task they must manage among the hustle of their successful life. But what if it could be as visionary as the rest of your endeavors? Imagine a tool in your financial arsenal that offers you the freedom to grow your retirement funds […]
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Posted on: January 10, 2024
Embracing Change: The First Step in Estate Planning John Maynard Keynes, one of the most influential economists of the 20th century, spent his life understanding and explaining the complexities of economies in flux. His legacy, meticulously chronicled in Zachary D. Carter's biography, offers insights into economic policies and valuable lessons for personal financial management, particularly […]
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Posted on: January 9, 2024
In Austin, where innovation meets tradition, a couple, Julia and Marcus, stand as epitomes of success and conscientious living. As they relax in their eco-friendly, smart home, they deliberate over a crucial aspect of their estate planning - aligning their substantial investments with their strong commitment to environmental and social governance (ESG) investing principles. The […]
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