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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

Beneficiary Designations

Whom Should I Tell About My Estate Plan? From Austin Estate Planning Attorney Liz Nielsen

who should know?

By and large, estate plans are typically private matters that not something everyone in your life needs to know in detail. The decisions about whom to trust with decision-making power and how you plan to distribute your wealth is your business. For married couples, they will naturally know the details of plans they created together. […]

By Liz Nielsen September 30, 2025

Being Deployed? Here Is What You Need to Do from Austin Estate Planning Attorney Liz Nielsen

deployment – photo

You have just received your orders, and you will be deployed shortly. No matter how soon you are leaving, there is still time to ensure that your affairs are in order. Review or Prepare a Family Care Plan. Regardless of the branch of the military in which you are serving, you may be required to […]

By Liz Nielsen August 12, 2025

Have You Checked Your Beneficiary Designations Lately? From Austin Estate Planning Attorney Liz Nielsen

beneficiary designations

You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designations on these accounts (and really, all the other accounts that allow you to name a beneficiary)? It may have been years since you first opened an individual retirement account, bought a life […]

By Liz Nielsen December 17, 2024

Why Estate Planning is Important for Everyone from Austin Estate Planning Attorney Liz Nielsen

LGBT

Regardless of your age, race, gender, or sexual orientation properly protecting your future and your loved ones requires a plan. Without estate planning executed by you, state law will fill in the gaps with default choices for your decision makers and recipients of your money and property. For some members of the LGBT community, both […]

By Liz Nielsen November 19, 2024
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