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Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals from Austin Estate Planning Attorney Liz Nielsen

Greenbook

The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax proposals that would support President Biden’s policy priorities if he is reelected to a second term. A major focus of this year’s Greenbook is increasing taxes […]

Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts? from Austin Estate Planning Attorney Liz Nielsen

Pensions

The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were covered by a traditional employer-funded pension. But employer-provided retirement plans have now largely shifted away from pensions to retirement savings vehicles like 401(k) plans and Individual Retirement Accounts (IRAs) that place most […]

What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust? from Austin Estate Planning Attorney Liz Nielsen

living trust

Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and property to your desired beneficiaries after you pass away, a revocable living trust, often referred to simply as a living trust or an inter […]

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