Austin Texas Estate Planning Blog

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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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Removing wedding ring: Understanding Social Security Benefits A Look Into Entitlements Post-Divorce and Remarriage

Understanding Social Security Benefits: A Look Into Entitlements Post-Divorce and Remarriage

Posted on: November 8, 2023
In today's modern society, the dynamics of marriage and divorce have become standard narratives, often leading to complex financial scenarios. One crucial aspect tied to these scenarios is understanding Social Security benefits, especially when a former spouse remarries. This topic, social security benefits after divorce and remarriage, is of interest for many in Austin, Texas, […]
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Roll of Hay: Are your LLC Interests Actually Securities

Are your LLC Interests Actually Securities?

Posted on: November 7, 2023
Securities law is a complex minefield that terrifies even the most seasoned lawyers. As a small business owner, you must comply with all the federal and state securities laws that may apply to your business. Most people think that only corporate stock qualifies as securities, but did you know that LLC ownership interests might be […]
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Antique navigation map: How Far in Advance Can I Begin My Estate Planning

How Far in Advance Can I Start My Estate Planning?

Posted on: November 6, 2023
You can create your estate plan anytime, but many people choose to begin the process sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone else to manage your affairs during your lifetime. When Should You Start Estate Planning? When to start planning for […]
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Pirate Ship & Sunset: Unconventional Pathways Estate Planning for the Modern Austinite

Charting Unconventional Pathways: Modern Austinite Estate Mapping

Posted on: November 5, 2023
In the bustling yet family-oriented landscape of Austin, Texas, the notion of estate planning often takes a traditional tint, envisaged through the lens of leaving a legacy for children and perhaps grandchildren. However, as the narrative of modern living unfolds, many individuals find themselves on a divergent path, where marriage and children are milestones yet […]
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Sea Lions at Pier 39: What Is in Senator Dianne Feinstein’s Estate

What Is in Senator Dianne Feinstein’s Estate?

Posted on: October 26, 2023
Dianne Feinstein, a notable political figure, has reportedly left her substantial real estate properties to the children of her billionaire husband. Despite ongoing disagreements among the heirs, they are slated to inherit these significant assets.
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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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