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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Posted on: January 8, 2024
James and Sarah, both accomplished Austin surgeons, deliberate over a glass of wine over dinner at Wolfgang Puck’s Cut in Las Vegas. Their conversation, usually light-hearted and centered around the day's surgeries, takes a serious turn towards the future. Given the chance to step out of their routine and feeling reflective because of the New […]
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Posted on: January 7, 2024
In the golden hues of an Austin sunset, Caroline and Ethan, a couple synonymous with success, contemplate their next grand vacation from the comfort of their expansive lakeside patio. Their discussions, woven with threads of luxury and choice—whether to charter a yacht to sail the Mediterranean or reprise a cherished cruise—indicate a well-lived life. Yet, […]
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Posted on: January 4, 2024
Mark your calendars: January 28 is International LEGO Day, which celebrates the date when the patent for the globally famous plastic brick system was filed. Since the 1940s, people have created their own worlds, brick by brick, with LEGOs. With an estate plan, you can help your loved ones build a great future. Make your […]
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