Austin Texas Estate Planning Blog

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case of sandwiches: Strategic Retirement Income Planning A Modern Approach for the Sandwich Generation

Strategic Retirement Income Planning: A Modern Approach for the Sandwich Generation

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 […]
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Family admiring home: Smart Estate Planning for Family Futures The Role of Incentive Trusts

Smart Estate Planning for Family Futures: The Role of Incentive Trusts

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 […]
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hedge maze: Navigating the Legal Labyrinth of Multigenerational Financial Planning

Navigating the Legal Labyrinth of Multigenerational Financial Planning

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 […]
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Two girls exploring a library: Cultivating Lifelong Learners A Journey of Growth for Both Parents and Children

Cultivating Lifelong Learners: A Journey of Growth for Both Parents and Children

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 […]
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Passing a miniature tree via hands: Legacy Blueprint Navigating Estate Planning Waters in Austin for Family Harmony

Legacy Blueprint: Navigating Estate Planning Waters in Austin for Family Harmony

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.
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person walking over a risky stone bridge: Estate Plan can Ease Anxiety and Confirm Legacy

Estate Plan can Ease Anxiety and Confirm Legacy

Posted on: October 18, 2023
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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Family, beach sunset: What You Should Know about Inherited IRA

What You Should Know about Inherited IRA

Posted on: October 15, 2023
Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.
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UT clocktower: Now Is the Time for Estate Planning

Now Is the Time for Estate Planning

Posted on: October 10, 2023
As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.
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Swedish Cityscape: Swedish Death Cleaning

Swedish Death Cleaning

Posted on: October 2, 2023
How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, we tend to stuff our houses to the brim with items of questionable utility. Occasionally, we may commit to decluttering, only to get overwhelmed or distracted. Meanwhile, the stuff […]
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