Austin Texas Estate Planning Blog

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What Happens When There Is No Will

What Happens When There Is No Will?

Posted on: January 31, 2023
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
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What Is HIPAA Authorization

What Is HIPAA Authorization?

Posted on: January 30, 2023
The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities and other entities covered by HIPAA Rules under certain circumstances.
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Some Dementia Warning Signs May Appear Years in Advance

Some Dementia Warning Signs May Appear Years in Advance

Posted on: January 29, 2023
As we grow older, many of us fear the possibility that we could be diagnosed with dementia. Few things are more frightening than the thought of losing our independence to this progressive disease.  Researchers at the University of Cambridge now say signs of dementia may appear up to nine years in advance of when the illness is typically diagnosed.
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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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