Posted on: May 10, 2022
An Entertaining movie with valuable estate planning lessons Not only is Disney’s award-winning animated film Encanto hugely entertaining, but it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the significance of multigenerational planning. Treating each beneficiary […]
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Posted on: May 3, 2022
Silent Trusts: Could I Be the Beneficiary of a Trust and Not Know It? People who have accumulated a substantial amount of wealth are often reluctant to disclose the full extent of their wealth. They may hesitate to disclose their exact wealth even to their children. There may be several good reasons for individuals to […]
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Posted on: March 8, 2022
Questions to ask when hiring a fiduciary Deciding on a fiduciary, or decision-maker, often serves as a key roadblock to creating an estate plan. This post provides some guidelines I, as an estate planning attorney in Austin, recommend you ask when choosing a fiduciary. A comprehensive estate plan consists of several documents that accomplish three […]
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Posted on: March 3, 2022
When a couple engages in foundational estate planning, I often address whether to use a revocable living trust (RLT). If using an RLT makes sense, an important follow-up question to married couples is whether to use a joint RLT or separate RLTs. As an estate planning attorney in Austin, I help clients walk through what […]
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Posted on: March 1, 2022
Life insurance can protect your loved ones. Life insurance has helped many people provide for their loved ones in their envisioned way. Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is making sure that the right amount of money […]
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Posted on: February 24, 2022
Options for Establishing and Transferring Your IRAs to a Loved One Americans are using a variety of tax-deferred accounts such as 401(k)s and IRAs to save for retirement. Congress currently designed laws so that people must start withdrawing the money when they retire. But, it is not uncommon for many of these accounts to still […]
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Posted on: February 22, 2022
Consider the unexpected Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if something goes wrong while alive? As an estate planning attorney in Austin, clients ask me […]
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Posted on: October 19, 2021
estimate your social security benefits with the SSi quick calculator Have you ever wondered how to estimate your Social Security benefits? In the video below, I walk you through how to get a quick estimate of your Social Security benefits. We used to get a mailing from SSA every year which would tell you your […]
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Posted on: September 27, 2021
Having a wealth plan can empower women to overcome persistent and compounding financial disadvantages
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