Posted on: March 25, 2024
When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (also called a personal representative) of your estate. As the name implies, the role of the executor is to execute the instructions you provide in your will. You […]
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Posted on: March 3, 2024
The United States hosts the highest number of immigrants globally, but increasingly, Americans say they are looking to relocate permanently to another country. Many wealthy Americans are also interested in buying real estate overseas and living there at least part-time. This trend raises the issue of estate planning for expatriates. While moving overseas is often […]
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Posted on: February 19, 2024
February 19th is the day we celebrate several US presidents who made noteworthy contributions to our country. As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics is not the focus of this blog post. Instead, we aim to […]
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Posted on: February 12, 2024
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential to be caught unprepared in an emergency. So, how can you inspire action and motivate yourself and your loved ones to begin the process? Here are some strategies to help you […]
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Posted on: February 8, 2024
When developing your estate plan, addressing every account or property you own is nearly impossible. There are sure to be some things you unintentionally overlook. However, by including a residuary clause, you can intentionally disburse any remaining items inadvertently left over during the estate or trust administration process to a named beneficiary or group of […]
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Posted on: January 30, 2024
As an experienced estate planning attorney in Austin, Texas, I've seen firsthand the unique challenges that professional parents with minor children face in planning for the future. A will is more than just a legal document; it's a blueprint for your legacy, ensuring that your wishes are respected and your loved ones are cared for […]
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Posted on: January 29, 2024
DOES YOUR FAMILY KNOW ABOUT YOUR ESTATE PLAN? As the thick of tax season approaches, many focus on our tax returns. Similar to how we handle tax information, family estate planning communication details can also be sensitive. You might be working hard to get your tax returns in order, but your estate plan is another […]
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Posted on: January 10, 2024
Embracing Change: The First Step in Estate Planning John Maynard Keynes, one of the most influential economists of the 20th century, spent his life understanding and explaining the complexities of economies in flux. His legacy, meticulously chronicled in Zachary D. Carter's biography, offers insights into economic policies and valuable lessons for personal financial management, particularly […]
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Posted on: January 9, 2024
In Austin, where innovation meets tradition, a couple, Julia and Marcus, stand as epitomes of success and conscientious living. As they relax in their eco-friendly, smart home, they deliberate over a crucial aspect of their estate planning - aligning their substantial investments with their strong commitment to environmental and social governance (ESG) investing principles. The […]
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