Austin Texas Estate Planning Blog

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pine cones and holiday lights: Strategic Estate Planning for Future Care A Guide for Families in Transition

Strategic Estate Planning for Future Care: A Guide for Families in Transition

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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Suburban American Home: Navigating Family Estate Transitions A Comprehensive Guide for Modern Families

Navigating Family Estate Transitions: A Guide for Modern Families

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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case of sandwiches: Strategic Retirement Income Planning A Modern Approach for the Sandwich Generation

Strategic Retirement Income Planning: A Modern Approach for the Sandwich Generation

Posted on: November 15, 2023
Strolling through The Domain, with its vibrant storefronts and the hum of shoppers, you pause to respond to a text message. It's your mother mentioning she's not feeling too well today—nothing urgent, but enough to cloud your mind with concern. You glance down at your toddler tugging at your hand, her patience wearing thin, signaling […]
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castle with moat: Seniors Be Careful Elder Financial Protection More Urgent Since COVID

Seniors Be Careful: Elder Financial Protection More Urgent Since COVID

Posted on: October 22, 2023
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
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italian food spread: Should Seniors Consider Ozempic or Wegovy for Weight Loss

Should Seniors Consider Ozempic or Wegovy for Weight Loss?

Posted on: October 17, 2023
People on Ozempic or Wegovy might lose weight quickly, but they can also lose muscle mass along the way.
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Revocable Trusts Make Sense for Retirees

Revocable Trusts Make Sense for Retirees

Posted on: October 8, 2023
If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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Silhouette of woman and bike: What Should I Do to Maintain Healthy Blood Pressure?

What Should I Do to Maintain Healthy Blood Pressure?

Posted on: October 5, 2023
High blood pressure (hypertension) is a health condition that puts you at a greater risk of having a heart attack or stroke. That risk only increases with age. Changing your diet and getting regular exercise can make a big difference.
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sun rising behind a forested tree: What to Do Upon Death of a Spouse

What to Do Upon Death of a Spouse

Posted on: September 13, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Boomers, Beware Don’t Spend Your Money This Way in Retirement

Boomers, Beware: Don’t Spend Your Money This Way in Retirement

Posted on: September 10, 2023
Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.
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