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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

I’m a Survivor … and Now I Have My Own Trust? from Austin Estate Planning Attorney Liz Nielsen

Survivor's

Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be structured so that when one spouse passes away, the trust is split into two subtrusts: a […]

By Liz Nielsen January 9, 2024

What Is the Last Surviving Spouse Rule? from Austin Estate Planning Attorney Liz Nielsen

Portability

Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes, which can substantially affect the distribution of money and property to a married couple’s loved ones. Portability can make a significant difference when it comes to the taxation of an estate. What Are […]

By Liz Nielsen January 5, 2024

The Real Story Behind Trust Fund Kids from Austin Estate Planning Attorney Liz Nielsen

Trust Fund Kid

When we hear the phrase “trust fund kid,” words like “entitled,” “privileged,” and “financially irresponsible” might come to mind. But another word we should associate with “trust fund kid” is “protected.” Below we discuss some of the misconceptions of and benefits to being a trust fund kid. What Is a Trust Fund Kid? According to […]

By Liz Nielsen November 24, 2023

Estate Plan Lessons from DeMuth v. Commissioner from Austin Estate Planning Attorney Liz Nielsen

DeMuth

Lifetime gifts are a popular way to reduce estate and inheritance taxes. Here in 2023, only estates worth $12.92 million or more are subject to the federal estate tax. Twelve states and the District of Columbia levy an additional estate or inheritance tax. To lower their taxable estate at death, an individual may consider giving gifts […]

By Liz Nielsen November 22, 2023
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