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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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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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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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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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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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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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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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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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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