Austin Texas Estate Planning Blog

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Retired couple and piggy bank: Bridging Generations Annuities as a Pillar of Financial Security for Austin Families

Bridging Generations: Annuities as a Pillar of Financial Security for Austin Families

Posted on: October 24, 2023
While they may be enjoying a new surge of popularity, the concept of annuities dates back to early Rome, when citizens would make a lump-sum payment to a contract called an annua in exchange for income payments received once a year for the rest of their lives.
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Austin skyline: Nurturing Generational Prosperity Estate and Tax Planning for Austin Business Owners

Nurturing Generational Prosperity: Estate and Tax Planning for Austin Business Owners

Posted on: October 23, 2023
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
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castle with moat: Seniors Be Careful Elder Financial Protection More Urgent Since COVID

Seniors Be Careful: Elder Financial Protection More Urgent Since COVID

Posted on: October 22, 2023
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
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two skydivers: What Is Joint Life Insurance

What Is Joint Life Insurance?

Posted on: October 19, 2023
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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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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italian food spread: Should Seniors Consider Ozempic or Wegovy for Weight Loss

Should Seniors Consider Ozempic or Wegovy for Weight Loss?

Posted on: October 17, 2023
People on Ozempic or Wegovy might lose weight quickly, but they can also lose muscle mass along the way.
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couple wedding: How Does a Premarital Agreement Work

How Does a Premarital Agreement Work?

Posted on: October 16, 2023
What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs?
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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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antique shop: What's the Latest on American Pickers' Frank Fritz

What’s the Latest on American Pickers' Frank Fritz?

Posted on: October 12, 2023
After quite a few setbacks affecting both his personal and his professional life, former American Pickers star Frank Fritz seems to have landed a bit of positive news regarding his ongoing conservatorship.
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