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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

Your Fall “Legal Affairs” Checklist from Austin Estate Planning Lawyer Liz Nielsen

Your Fall “Legal Affairs” Checklist

With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible and […]

By Liz Nielsen October 1, 2018

Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds from Austin Estate Planning Lawyer Liz Nielsen

Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds

If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you would think. What is Joint Tenancy? After […]

By Liz Nielsen September 27, 2018

Beneficiary, You Can Drive My Car from Austin Estate Planning Lawyer Liz Nielsen

Beneficiary, You Can Drive My Car

On many of your assets, including retirement accounts or life insurance, you can designate a “beneficiary” to receive the funds upon your passing. There is now a new asset that you can allocate directly to an individual – your car.  Texas law will now allow you to name a single beneficiary for any vehicle, registered […]

By Liz Nielsen August 13, 2018

Declare your Independence from Court Interference from Austin Estate Planning Lawyer Liz Nielsen

Declare your Independence from Court Interference

The United States of America celebrates its independence on July 4th, but you can rest assured that you too can declare independence for your family — from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a child, sickness or incapacity, it is important to be prepared […]

By Liz Nielsen July 9, 2018
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