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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
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Beneficiary Designations

What Is a Residuary Clause and Why Is It Important? from Austin Estate Planning Attorney Liz Nielsen

Residuary

When developing your estate plan, it is nearly impossible to address every account or piece of property you own. There are sure to be some things you unintentionally overlook. However, by including a residuary clause, you can intentionally distribute any remaining items inadvertently left over during the estate or trust administration process to a named […]

By Liz Nielsen February 27, 2024

Have You Chosen the Right Trustee? from Austin Estate Planning Attorney Liz Nielsen

Trustee

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that trustees play not only in handling trust matters but also in providing for and protecting your loved ones. What is a Trust? A trust is an agreement between an owner of accounts and property (Trustmaker/Grantor) and […]

By Liz Nielsen March 14, 2023

What You Need to Know About Beneficiary-Controlled Trusts from Austin Estate Planning Attorney Liz Nielsen

Controlled

Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you may want to create a beneficiary-controlled trust. A beneficiary-controlled trusts allows the person you name as the trust’s primary beneficiary certain rights, benefits, and control over the […]

By Liz Nielsen February 10, 2023

Estate Planning Issues for the Modern Family from Austin Estate Planning Attorney Liz Nielsen

Modern

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues that families deal with each day. For a close-knit family, such as this fictional one, estate planning is crucial to ensure that everyone is protected […]

By Liz Nielsen February 3, 2023
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