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 […]
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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 […]
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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