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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Posted on: December 21, 2023
In this imaginative letter, the fictional character Gretl Von Trapp of "The Sound of Music" shares her reflections and estate planning insights with her parents, Captain Georg and Maria Von Trapp. Dear Father and Maria, As I sit on a bench at the Lady Bird Johnson Wildflower Center, memories of our melodies and adventures in […]
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Posted on: December 20, 2023
During the holiday season, the challenge of caring for aging parents often comes to the forefront. Drawing lessons from Jonathan Franzen's "The Corrections," this post delves into navigating family care dynamics, offering valuable insights for those facing similar family situations. Understanding and Empathy in Aging "The Corrections" paints a vivid picture of Alfred's battle with […]
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Posted on: December 19, 2023
On a Saturday in December, you might do some holiday shopping at the Domain. And perhaps, if you find yourself with a Woodford Reserve Manhattan cocktail at Maggiano's, with Frank Sinatra and Perry Como on the soundtrack, your mind might wander in a slightly transgressive direction. Drawing inspiration from an unlikely source, "The Godfather" movies, […]
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