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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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Communication

What To Do if Your Trustee Is Unresponsive from Austin Estate Planning Attorney Liz Nielsen

Unresponsive Trustee

The duties of a trustee has been covered by this blog in the past. Long time readers will know that a trustee has a duty under the law to communicate with beneficiaries and keep them reasonably informed as to the progress of the trust administration. In Texas, trustees are required to provide annual accounting of […]

By Liz Nielsen August 9, 2022

Multigenerational Wealth Transfer Checklist from Austin Estate Planning Attorney Liz Nielsen

Multigenerational Wealth Checklist

Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation.[1] To help your loved ones avoid becoming part of this multigenerational wealth transfer statistic, you need to educate and update your family about your wealth transfer goals and the […]

By Liz Nielsen August 6, 2021

Fears When Talking about Estate Planning and Money from Austin Estate Planning Attorney Liz Nielsen

Estate planning fears

Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs.[2] Often, fear is what underlies the lack of communication and trust that inevitably leads to unprepared heirs. The following are some of the fears that prevent […]

By Liz Nielsen August 3, 2021
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