Posted on: December 7, 2023
In the bustling lives of young professionals, where career growth, technological advancements, and social dynamics take center stage, the thought of estate planning often seems like a distant echo from a future far away. However, the reality is quite different. Estate planning is not just a script for the silver-haired; it's a critical roadmap, and […]
Read More
Posted on: December 5, 2023
About two out of three Americans will die without a will. This is known as dying intestate. There are reasons to avoid intestacy. While the reasons for not having a will vary, the result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money […]
Read More
Posted on: December 3, 2023
Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that account to be passed to a named beneficiary when the original account holder dies. Like trusts, POD and TOD accounts bypass probate. They are also fast, easy, and usually free to set up. However, they do […]
Read More
Posted on: November 27, 2023
As the holiday season approaches, parents sandwiched between raising children and caring for aging parents often face a whirlwind of responsibilities. It's a time when the season's joy can be overshadowed by the demands of caregiving on both ends of the spectrum. This unique challenge calls for specialized holiday wellness strategies tailored for those who […]
Read More
Posted on: November 15, 2023
Strolling through The Domain, with its vibrant storefronts and the hum of shoppers, you pause to respond to a text message. It's your mother mentioning she's not feeling too well today—nothing urgent, but enough to cloud your mind with concern. You glance down at your toddler tugging at your hand, her patience wearing thin, signaling […]
Read More
Posted on: November 13, 2023
Austin family values intertwine with the complexities of modern life, such that many parents find themselves in a unique position. They are not only nurturing their minor children but also contemplating the future care of their aging parents. As an experienced Austin estate planning attorney, I often encounter clients grappling with a critical question: How […]
Read More
Posted on: November 12, 2023
Many of us Austinites play a pivotal role in our families – as caretakers of our minor children and aging parents. This dual responsibility often brings to the forefront the need for astute multigenerational financial planning intertwined with a keen understanding of legal intricacies. Opening the Conversation: The Delicate Dance of Family Finances Embarking on […]
Read More
Posted on: November 9, 2023
In the heart of Austin, Texas, where the spirit of learning flows as freely as the waters of the Colorado River, the narrative of fostering a culture of continuous growth among families holds a special place. The modern parent finds themselves at the crossroads of nurturing not only the minds of their children but also […]
Read More
Posted on: October 25, 2023
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
Read More
