Posted on: February 22, 2024
Almost everyone knows someone who had a problem and has lost everything. With our litigious society, with limited risk for those making liability claims, asset protection planning has become required for many and highly desirable for many more. Lawsuits can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether legitimate […]
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Posted on: February 1, 2024
Your family members went through a meticulous estate planning process to organize and distribute money and property for the benefit of their loved ones, including you. But you may suspect some high-value items in their estate originated as stolen property. The possibility of discovering stolen items within an estate is often overlooked, but it can […]
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Posted on: January 31, 2024
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be structured so that when one spouse passes away, the trust is split into two subtrusts: a […]
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Posted on: November 14, 2023
One area where the threads of family dynamics and legal intricacies significantly intertwine for Austinites is estate planning. Particularly for parents with minor children and aging parents, the fusion of family law and estate planning becomes critical. This is more than just preparing for the future; it's about Integrating Family Law into Estate Planning to […]
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Posted on: November 13, 2023
Austin family values intertwine with the complexities of modern life, such that many parents find themselves in a unique position. They are not only nurturing their minor children but also contemplating the future care of their aging parents. As an experienced Austin estate planning attorney, I often encounter clients grappling with a critical question: How […]
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Posted on: September 17, 2023
In the modern financial landscape, where the rise of startups and volatile investments can lead to sudden wealth, many young individuals are unexpectedly thrust into the realm of significant assets. While the initial euphoria of such a windfall can be exhilarating, it's crucial to approach this newfound wealth with a strategic mindset. This article will […]
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Posted on: August 24, 2023
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
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Posted on: August 20, 2023
Fraudsters and scam artists are nothing new, but changing tools and technology make it easier for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these financial scams, it's crucial to equip yourself with the knowledge of how these scams work and what your loved ones need to know […]
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Posted on: July 31, 2023
Among the key benefits of having a will and estate planning lawyer is the peace of mind that comes with knowing your affairs are in order.
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