Posted on: December 19, 2023
On a Saturday in December, you might do some holiday shopping at the Domain. And perhaps, if you find yourself with a Woodford Reserve Manhattan cocktail at Maggiano's, with Frank Sinatra and Perry Como on the soundtrack, your mind might wander in a slightly transgressive direction. Drawing inspiration from an unlikely source, "The Godfather" movies, […]
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Posted on: December 18, 2023
Amid Austin's vibrant life, parents often juggle professional responsibilities and family time. Perhaps while enjoying a weekend at Lake Austin Spa Resort, legacy planning becomes increasingly relevant when one gets a chance to remove oneself from the daily hustle and find time to reflect on the longer term. Effective legacy planning strategies for professionals balancing […]
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Posted on: December 17, 2023
As families in Austin enjoy the vibrant holiday lights at the JW downtown, their conversations often turn toward a less festive but critically important topic: the impending changes in estate tax exemptions set for 2026. For high-income parents with minor children, understanding and preparing for these changes is essential in navigating the 2026 estate tax […]
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Posted on: December 13, 2023
Business ownership is a fulfilling and exciting endeavor. Still, it also comes with rules, responsibilities, and reporting requirements that can be hard to track. Suppose you own a small business or have a Trust that owns a business interest. In that case, you must comply with the Corporate Transparency Act (CTA) come January unless you […]
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Posted on: December 13, 2023
In December 2022, Congress passed the SECURE 2.0 Act, significantly changing retirement savings, college savings, and student loans. Two critical parts of the Secure 2.0 Act take effect in 2024 and could substantially impact your family's financial future. This blog explains how the new law affects your unused 529 college savings account and what that […]
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Posted on: December 12, 2023
As the sun sets over the serene waters near Mozart's Coffee, casting a golden hue on the bustling crowd gathering for their annual Holiday Light Show ritual, conversations often drift toward the future and the past. In these moments, Austin families may contemplate a crucial aspect of life: strategic estate planning. This guide, focusing on […]
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Posted on: December 11, 2023
During the holiday season, navigating estate transitions often surface in family discussions. It's a subject that touches the lives of many, especially those who find themselves managing the delicate balance between caring for minor children and assisting aging parents. This guide, focusing on "navigating family estate transitions," aims to provide clarity and direction for families […]
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Posted on: December 10, 2023
As the gentle holiday buzz fills the air at the pop-up ice skating rink at the Galleria in Bee Cave, families gather, sipping their lattes while the kids slip and slide nearby. Amidst these serene moments, thoughts often turn to the future, mainly to retirement planning. For those juggling the joys of raising children and […]
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Posted on: December 7, 2023
In the bustling lives of young professionals, where career growth, technological advancements, and social dynamics take center stage, the thought of estate planning often seems like a distant echo from a future far away. However, the reality is quite different. Estate planning is not just a script for the silver-haired; it's a critical roadmap, and […]
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