Posted on: February 8, 2022
procedure determines outcomes The choice of the family ownership type for a business may determine whether it survives the transfer to the next generation. One of the biggest lessons that I learned in both law school and graduate school was that the rules of procedure often dictate the outcome. For instance, who may decide where […]
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Posted on: January 28, 2022
how much life insurance do I really need? If you have a family or anyone else that depends on you, you should probably look into getting life insurance. As an estate planning attorney in Austin, I don't sell insurance. Therefore, I can give you an unbiased assessment of your life insurance need. In the video […]
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Posted on: October 19, 2021
estimate your social security benefits with the SSi quick calculator Have you ever wondered how to estimate your Social Security benefits? In the video below, I walk you through how to get a quick estimate of your Social Security benefits. We used to get a mailing from SSA every year which would tell you your […]
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Posted on: September 27, 2021
Having a wealth plan can empower women to overcome persistent and compounding financial disadvantages
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Posted on: September 21, 2021
wait, what?! ...texans without an opinion? Here in Texas, even in Austin, we like to tell people what we think about all manner of things. I hear all kinds of opinions everywhere I go. You've got the "I'll never buy an electric truck" crowd...and the "But, 5!-6!-3! horseys!" crowd. You've got the "Let's just expand […]
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Posted on: August 24, 2021
How to determine if you are saving enough for retirement Clients ask me: Am I saving enough for retirement? As a life and legacy attorney in Austin, Texas, I provide clients with estate, wealth, and retirement planning advice. So, along with an estate plan, I can provide clients with advice regarding the health of their […]
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Posted on: July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Posted on: July 29, 2021
A client recently came to me with a retirement portfolio allocation recommendation from their large financial institution. They charge 1% a year to manage the client's retirement portfolio. With nearly $2,000,000 in retirement assets, that's almost $20,000 a year. But for that steep price...did they give them good advice? Spoiler alert: No. I'll show you […]
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Posted on: July 22, 2021
the racial wealth gap Dr. Ellora Derenoncourt of UC-Berkeley recently presented her co-authored paper, "The racial wealth gap, 1860-2020," at an NBER conference. The paper focuses on the disparity between Black and white Americans because it is widest, 6 to 1, and persistent. Dr. Derenoncourt finds that the racial wealth gap will likely persist indefinitely […]
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