Posted on: July 8, 2021
Whilst you are focused on making ends meet and getting used to more social contact, the economy marches on. As an estate planning attorney in Austin, Tx, I get many clients who wonder how the last year's tumult may affect their wealth plans. Because I prepare estate plans and comprehensive wealth plans, and retirement planning […]
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Posted on: May 26, 2021
Have you considered a Charitable Remainder Annuity Trust in your estate plan? If not, perhaps you should do so before tax laws change. Perhaps you have an asset that has appreciated significantly since you received or purchased it, but it doesn't provide you with any current income. You'd like to find avoid capital gains tax […]
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Posted on: May 25, 2021
Backcasting If you have a goal, you can improve the chances of reaching that goal, by imagining that you have achieved the goal. From that vantage point, you then reflect on what steps you took to achieve that goal. This technique is called backcasting. Annie Duke discusses it in her recent book, How to Decide. […]
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Posted on: May 18, 2021
Should I count on Social Security Benefits being available to me by the time I retire? During the estate planning and wealth planning process, this question often comes up. One of the most important components of an effective retirement and legacy strategy requires an estimation of one's essential consumption requirements. To meet those essential spending […]
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Posted on: April 22, 2021
Are there reasons to get a revocable living Trust in Texas? Maybe you've come from another state, like California, where the probate process is expensive? And you're wondering if you need a revocable living Trust in Texas. The probate process in Texas is relatively cheap and straightforward compared to some other states. So, upon learning […]
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Posted on: April 22, 2021
Here's a quick retirement savings calculator to help you determine if you are saving enough for retirement each month based on your current household income. Are you on the right track? The calculator requires your input of: Your household income, Your expected Social Security Income, Your current age, Your expected retirement age, Your expected years […]
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Posted on: April 21, 2021
Providing Value to Austinites by combining Estate Planning with Wealth Planning and Retirement Income Planning Bringing Wealth Planning to the 99% I am excited to bring over 15 years of experience in estate planning, trust and estate administration, and wealth management to Austin. The law firm, the Law Office of Zachary D Kamykowski, PLLC, offers […]
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