Posted on: December 13, 2023
In December 2022, Congress passed the SECURE 2.0 Act, significantly changing retirement savings, college savings, and student loans. Two critical parts of the Secure 2.0 Act take effect in 2024 and could substantially impact your family's financial future. This blog explains how the new law affects your unused 529 college savings account and what that […]
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Posted on: December 12, 2023
As the sun sets over the serene waters near Mozart's Coffee, casting a golden hue on the bustling crowd gathering for their annual Holiday Light Show ritual, conversations often drift toward the future and the past. In these moments, Austin families may contemplate a crucial aspect of life: strategic estate planning. This guide, focusing on […]
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Posted on: December 11, 2023
During the holiday season, navigating estate transitions often surface in family discussions. It's a subject that touches the lives of many, especially those who find themselves managing the delicate balance between caring for minor children and assisting aging parents. This guide, focusing on "navigating family estate transitions," aims to provide clarity and direction for families […]
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Posted on: December 10, 2023
As the gentle holiday buzz fills the air at the pop-up ice skating rink at the Galleria in Bee Cave, families gather, sipping their lattes while the kids slip and slide nearby. Amidst these serene moments, thoughts often turn to the future, mainly to retirement planning. For those juggling the joys of raising children and […]
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Posted on: December 7, 2023
In the bustling lives of young professionals, where career growth, technological advancements, and social dynamics take center stage, the thought of estate planning often seems like a distant echo from a future far away. However, the reality is quite different. Estate planning is not just a script for the silver-haired; it's a critical roadmap, and […]
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Posted on: December 6, 2023
All registered corporations are required by law to hold an annual meeting. Limited liability companies (LLCs), although not subject to the same statutory requirement, may hold regular annual meetings per their governing documents. What Is the Purpose of a Corporation’s Annual Meeting? In the United States, all corporations must hold an annual shareholder meeting because […]
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Posted on: December 5, 2023
About two out of three Americans will die without a will. This is known as dying intestate. There are reasons to avoid intestacy. While the reasons for not having a will vary, the result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money […]
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Posted on: December 4, 2023
Being self-employed is no easy task. You are the owner and, in some cases, the only employee. While you may have more freedom than the average worker, many responsibilities lie on your shoulders. Working together, we can craft a comprehensive estate plan that will help you address three critical concerns you may have. Protecting Your […]
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Posted on: December 3, 2023
Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that account to be passed to a named beneficiary when the original account holder dies. Like trusts, POD and TOD accounts bypass probate. They are also fast, easy, and usually free to set up. However, they do […]
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