Austin Texas Estate Planning Blog

Sort by Category:
Bloke playing chess: Maximizing Your Legacy Smart IRA Contributions Ahead of Tax Day

Maximizing Your Legacy: Smart IRA Contributions Ahead of Tax Day

Posted on: January 21, 2024
With the dawn of each new year in Austin comes a time for reflection and forward-thinking, especially for parents who balance the dual demands of raising children and nurturing their careers. One date stands out in financial planning for its tax implications and significance in estate planning—Tax Day. You have the opportunity to make smart […]
Read More
Young and Old hands clutching wildflowers: Maximizing Tax Benefits for Seniors A Guide for Austin's High-Income Families

Maximizing Tax Benefits for Seniors: A Guide for Austin's High-Income Families

Posted on: January 2, 2024
As the sun sets over Lady Bird Lake, casting a golden glow on the bustling streets of Austin, parents gather at a local café to enjoy the holiday light show. A common concern emerges amid their conversations about business, family life, and the end of the year: ensuring their aging parents are not missing out […]
Read More
family making hearts with hands: Trusts Make Sense for All Tax Brackets

Trusts Make Sense for All Tax Brackets

Posted on: October 11, 2023
There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren.
Read More
Luxury home: Tax Savings With Smart Estate Planning

TAX SAVINGS WITH SMART Estate Planning

Posted on: October 9, 2023
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
Read More
Planning for Expiration of Tax Cuts and Jobs Act

Planning for Expiration of Tax Cuts and Jobs Act

Posted on: July 17, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
Read More
What Is the Meaning of Step-Up in Basis

What Is the Meaning of Step-Up in Basis?

Posted on: April 23, 2023
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
Read More
Will Biden's Tax Proposals Have an Impact on My Estate Planning

Will Biden's Tax Proposals Have an Impact on My Estate Planning?

Posted on: April 19, 2023
President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
Read More

Planning for Long-Term Care and Taxes

Posted on: April 16, 2023
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
Read More
Get These Estate and Tax Items Done Before It’s too Late

Get These Estate and Tax Items Done Before It’s too Late

Posted on: April 2, 2023
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
Read More

Free E-Newsletter – Subscribe Now

Get Legal News and Updates to Your Inbox

Subscribe Now

Book an Initial Call With Me

To begin, please book an initial 15 Minute Consultation with The Law Office of Zachary D Kamykowski, PLLC
Book an Initial Call
Law Office of Zachary D Kamykowski, PLLC

(By Appointment Only)

14425 Falcon Head Blvd
Bldg E-100
Austin, TX 78738

Get Directions
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by
chevron-down