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  • Home
  • Who we are
  • What we do
    • Estate Planning
    • Special Needs Planning
    • Probate and Estate Adminstration
    • Business Planning
    • You need a plan if…
  • Our Blog
  • Our Videos
  • Get in touch

Assets

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 […]

By Liz Nielsen May 28, 2024

Passing the Torch: Smart Business Succession Strategies from Austin Business Planning Attorney John Glode

Business Succession

For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their home or finances. Effective business succession planning ensures a […]

By Liz Nielsen May 14, 2024

Don’t Let This Crucial Question Derail Your Estate Plan from Austin Estate Planning Attorney Liz Nielsen

Your Stuff

Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: First, who will get your stuff when you die; and Second, how do you want those individuals or charities to receive their inheritance? Ways to Give Away Your Money and […]

By Liz Nielsen March 19, 2024

What Happens to My Leased Car If I Die Before the Lease Term Ends? from Austin Estate Planning Attorney Liz Nielsen

Lease

After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles are leased rather than purchased and financed. Leasing is a popular alternative to traditional financing because it can allow the lessee (the person who leases a vehicle) to drive a more expensive car on […]

By Liz Nielsen September 12, 2023
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