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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

Beneficiaries

Update Your Estate Plan! From Austin Estate Planning Attorney Liz Nielsen

Update Your Estate Plan! By Austin estate planning lawyer Liz Nielsen

Many people associate spring with cleaning out the old, brushing off the dirt accumulated from the long winter, cleaning out their closets, and starting projects around the house that have been neglected for far too long. Perhaps, however, your home is fine as is and there’s something else that needs to be updated this summer. […]

By Liz Nielsen June 8, 2021

The Lesson Plan for Your Estate Plan from Austin Estate Planning Attorney Liz Nielsen

The Lesson Plan for Your Estate Plan by Austin estate planning lawyer Liz Nielsen

In honor of the recent Teacher Appreciation Week (the first week of May), we are taking this opportunity to say a bit “thank you” our teachers for their time and dedication to teaching the future generation. Teacher, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make […]

By Liz Nielsen May 28, 2021

Unwed Partner as Your Beneficiary from Austin Estate Planning Attorney Liz Nielsen

Planning for Unmarried Couples by Austin estate planning lawyer Liz Nielsen

If I am unmarried but have a partner who I will leave my assets to, what is the best way to do so and how would it differ if I was married? When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, […]

By Liz Nielsen May 7, 2021

Establishing and Transferring IRAs from Austin Estate Planning Attorney Liz Nielsen

Establishing and Transferring IRAs by Austin estate planning lawyer Liz Nielsen

Now, more than ever before, Americans are using a variety of tax-deferred accounts such as 401(k)s and IRAs to save for retirement. And while the laws are currently designed so that people must start withdrawing the money when they retire, it is not uncommon for many of these accounts to still have significant value at […]

By Liz Nielsen April 20, 2021
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