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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

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

Disinheriting a Child from Your Plan from Austin Estate Planning Attorney Liz Nielsen

Disinheriting a Child From Your Plan by Austin estate planning lawyer Liz Nielsen

One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces a child’s attempts to win their family back. But can fiction imitate reality? Can you actually disinherit a child? In most circumstances, the answer is yes you can disinherit a child in most states.  However, you must […]

By Cort April 16, 2021

Defining “Fair Market Value” from Austin Estate Planning Attorney Liz Nielsen

Defining Fair Market Value by Austin estate planning lawyer Liz Nielsen

When reading through a will or trust agreement, you may see language that grants a right to an individual to purchase certain property from the estate or trust at “fair market value.” At first glance, this phrase may seem a perfectly reasonable method of setting a suitable purchase price for a property to be sold. […]

By Cort April 13, 2021
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