Austin Texas Estate Planning Blog

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What’s the Most Common Debt for Retirees

What’s the Most Common Debt for Retirees?

Posted on: February 2, 2023
Talk to just about any financial adviser, and they will urge you to enter retirement without debt.  However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.
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How to Plan a Business Succession

How to Plan a Business Succession

Posted on: February 1, 2023
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
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What Happens When There Is No Will

What Happens When There Is No Will?

Posted on: January 31, 2023
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
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What Is HIPAA Authorization

What Is HIPAA Authorization?

Posted on: January 30, 2023
The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities and other entities covered by HIPAA Rules under certain circumstances.
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Some Dementia Warning Signs May Appear Years in Advance

Some Dementia Warning Signs May Appear Years in Advance

Posted on: January 29, 2023
As we grow older, many of us fear the possibility that we could be diagnosed with dementia. Few things are more frightening than the thought of losing our independence to this progressive disease.  Researchers at the University of Cambridge now say signs of dementia may appear up to nine years in advance of when the illness is typically diagnosed.
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Protect your Family after Death

Protect Your Family after Death?

Posted on: January 26, 2023
The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.
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How Do I Reduce the Size of My Taxable Estate

How Do I Reduce Size of My Taxable Estate?

Posted on: January 25, 2023
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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Coolio Didn’t have a Will…But You Should

Coolio Didn’t have a Will…But You Should

Posted on: January 24, 2023
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
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WHAT HAPPENS WHEN AN OWNER OF JOINTLY OWNED PROPERTY DIES

What Happens When Property Is Owned Jointly and an Owner Dies?

Posted on: January 23, 2023
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
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