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: January 3, 2024
Trust protectors are commonly used in Texas. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for an extended period of time. Trust protectors help you ensure that trustees maintain the integrity of the trust, make solid distribution and investment decisions, and adapt the […]
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Posted on: January 2, 2024
As the sun sets over Lady Bird Lake, casting a golden glow on the bustling streets of Austin, parents gather at a local café to enjoy the holiday light show. A common concern emerges amid their conversations about business, family life, and the end of the year: ensuring their aging parents are not missing out […]
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Posted on: January 1, 2024
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that changes in laws, family, trustees, and finances can frustrate the trustmaker’s original intent when the trust was created. Or, sometimes, an error in the trust […]
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Posted on: December 31, 2023
While many wines improve with age, the same cannot be said for some irrevocable trusts. Maybe you are the beneficiary of a trust created by your great-grandfather over 70 years ago, and that trust no longer makes sense. Or maybe you created an irrevocable trust over 20 years ago, which no longer makes sense for […]
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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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