Austin Texas Estate Planning Blog

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Overlooked Estate Planning Benefits

Overlooked Estate Planning Benefits

Posted on: May 17, 2023
The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
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Estate Planning for Blended Families

Estate Planning for Blended Families

Posted on: May 16, 2023
There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.
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Singles Need Estate Planning to Protect During Lifetime

Singles Need Estate Planning to Protect During Lifetime

Posted on: May 15, 2023
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
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Should You Convert to a Roth IRA

Should You Convert to a Roth IRA?

Posted on: May 14, 2023
If you have a Roth IRA, you may be planning to use it as part of your retirement income.
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More Heirs Found for Pope Benedict XVI’s Estate

More Heirs Found for Pope Benedict XVI’s Estate

Posted on: May 11, 2023
Pope Benedict XVI lived a simple life in Roman Catholic Church's Vatican apartments during his final years, and it is not known what money or assets are to be inherited.
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What are the Pros and Cons of a Marital Trust

What are the Pros and Cons of a Marital Trust?

Posted on: May 10, 2023
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to ensure that the marital trust is established properly.
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Protecting Assets with a Trust vs. Limited Liability Company (LLC)

Protecting Assets with a Trust vs. Limited Liability Company (LLC)

Posted on: May 9, 2023
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
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Bernie Sanders Again Presents Plan for Higher Estate Taxes

Bernie Sanders Again Presents Plan for Higher Estate Taxes

Posted on: May 8, 2023
Bernie Sanders is once again calling for higher taxes on Americans who inherit millions.
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How Does My Annuity Beneficiary Work

How Does My Annuity Beneficiary Work?

Posted on: May 7, 2023
Who you choose as the annuity beneficiary may impact how the annuity income is taxed if you pass away.
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