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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

Estate Plan

What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust? from Austin Estate Planning Attorney Liz Nielsen

living trust

Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and property to your desired beneficiaries after you pass away, a revocable living trust, often referred to simply as a living trust or an inter […]

By Liz Nielsen May 28, 2024

If My Will Is Filed with the Court, Will It Go through Probate? from Austin Estate Planning Attorney Liz Nielsen

file a will

Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that may require state oversight: probate. But what does it mean to probate an estate and how does that different from when a the court requires a trusted helper to file […]

By Liz Nielsen May 21, 2024

Passing the Torch: Smart Business Succession Strategies from Austin Business Planning Attorney John Glode

Business Succession

For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their home or finances. Effective business succession planning ensures a […]

By Liz Nielsen May 14, 2024

How to Choose the Right Agent for Your Incapacity Plan from Austin Estate Planning Attorney Liz Nielsen

Agent

Many people believe that estate planning is only about planning for their death. But planning for what happens after you die is only one piece of the estate-planning puzzle. It is just as important to plan for what happens if you become unable to manage your own financial or medical affairs while you are alive […]

By Liz Nielsen May 7, 2024
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