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older man putting together a puzzle: Dementia Caregivers part 1

What Dementia Caregivers Need to Know About Estate Planning - Part 1

Posted on: January 17, 2024
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis and incapacity affects your loved one's legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, […]
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gelato case: Choices: Flat Fees, Hourly Fees, or Retainer Billing?

Hiring a Lawyer: What Flat Fees, Hourly Fees, and Retainer Billing Could Mean For Your Life and Family

Posted on: January 16, 2024
Trying to find the right lawyer to help with legal matters, especially if you are in a crisis, but even if you aren't, can often feel like navigating uncharted waters. Some attorneys charge by the hour, some by result, and some charge flat fees. Regardless, you want to find an attorney you like who will […]
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Telescope over a landscape: Proactive Estate Planning for Austin's Affluent Families Amid Possible Tax Changes

Proactive Estate Planning for Austin's Affluent Families Amid Possible Tax Changes

Posted on: January 15, 2024
Austin's High-Earning Families and the Potential Shift in Estate Planning As Austin's estate planning specialists, we're at the forefront of advising affluent families—particularly those married professionals with young dependents and substantial incomes—on safeguarding their assets. With discussions swirling about potential estate tax increases, it's prudent to consider proactive strategic estate planning moves now. The Current […]
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A lush garden: Maximizing Your Retirement The Strategic Role of Backdoor Roth IRAs

Maximizing Your Retirement: The Strategic Role of Backdoor Roth IRAs

Posted on: January 14, 2024
People often view Estate Planning through a lens of complexity and necessity, a task they must manage among the hustle of their successful life. But what if it could be as visionary as the rest of your endeavors? Imagine a tool in your financial arsenal that offers you the freedom to grow your retirement funds […]
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Bretton Woods Resort: Estate Planning Through the Lens Of Keynes - Navigating Uncertainty with Adaptability

Estate Planning Through the Lens Of Keynes - Navigating Uncertainty with Adaptability

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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Deforestation: Navigating the ESG Investing Maze in Estate Planning

Navigating the ESG Investing Maze in Estate Planning

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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View of the Palazzo LV: Safeguarding Prosperity for Tomorrow Strategic Estate Planning

Safeguarding Prosperity for Tomorrow: Strategic Estate Planning

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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Austin lakeside mansions: For A Seamless Legacy Avoid Probate

For A Seamless Legacy Avoid Probate

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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Lego explorer: Celebrating International LEGO Day

Celebrating International LEGO Day

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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