Austin Texas Estate Planning Blog

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sunrise ocean wave breaking: Social Security has a Little Known “Do-Over” Clause

Social Security has a Little Known “Do-Over” Clause

Posted on: September 26, 2023
In order to maximize your Social Security benefit, you first need to understand the four elements that factor into your payout. A little-known Social Security clause can be a silver lining for select baby boomers who regret claiming benefits early.
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woman sunrise yoga in shadow: What Is Indexed Universal Life Insurance

What Is Indexed Universal Life Insurance?

Posted on: September 25, 2023
Life insurance is often put into two groups. You’ve got term life insurance, which has no cash value unless you pass. Or you’ve got whole life insurance, which has a cash value, but you’ve got to keep paying those premiums for life. There’s another type of life insurance that you can consider that offers funding flexibility and a cash-value component — universal life insurance.
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shrub maze: Navigating the Legal Labyrinth Safeguard Your Legacy

Navigating the Legal Labyrinth: Safeguard Your Legacy

Posted on: September 24, 2023
In my decades of experience as an estate planning attorney, I've seen firsthand the emotional and financial turmoil that families go through when a loved one passes away without a proper estate plan. Dividing assets becomes not just a legal endeavor but an emotional battleground. This is why I cannot stress enough the importance of […]
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Beverly Hills sign: Why Did Actress Tori Spelling Get Nothing in Her Dad’s Will

Why Did Actress Tori Spelling Get Nothing in Her Dad’s Will?

Posted on: September 21, 2023
Tori Spelling’s ex-husband, Charlie Shanian, recently spoke to the Daily Mail about her reaction to her late father, Aaron Spelling, leaving his entire fortune to her mom, Candy Spelling. Page Six’s recent article entitled, “Tori Spelling’s ex-husband claims she cried when dad left fortune to mom Candy: ‘She was so upset’,” reports that Shanian, a screenwriter who was married to Tori from 2004 to 2006, said that the 50-year-old actress discovered before Aaron’s death and was “so upset” by the inheritance news that she started “crying.” Shanian explained, “From what I understand … his hope was that it would bring…
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beach at the bottom of wooden stairs: Everyone Needs an Estate Plan

Everyone Needs an Estate Plan

Posted on: September 20, 2023
Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth.
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kitchen counter table: How can Families Minimize or Avoid Estate Taxes

How can Families Minimize or Avoid Estate Taxes?

Posted on: September 19, 2023
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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high tea: Why are Contingent Beneficiary Designations Important

Why are Contingent Beneficiary Designations Important?

Posted on: September 18, 2023
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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money falling from the sky & calm beach resort ocean view: Navigating a Financial Bonanza with Advanced Asset Protection Techniques

Navigating a Financial Bonanza with Advanced Asset Protection Techniques

Posted on: September 17, 2023
In the modern financial landscape, where the rise of startups and volatile investments can lead to sudden wealth, many young individuals are unexpectedly thrust into the realm of significant assets. While the initial euphoria of such a windfall can be exhilarating, it's crucial to approach this newfound wealth with a strategic mindset. This article will […]
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hippo in the wild: Did Media Mogul Pat Robertson Have a Large Estate

Did Media Mogul Pat Robertson Have a Large Estate?

Posted on: September 14, 2023
The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
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