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  • Who we are
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    • Estate Planning
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    • Probate and Estate Adminstration
    • Business Planning
    • You need a plan if…
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Family Meeting

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

The Dress Rehearsal: Importance of a Family Meeting From Austin Estate Planning Attorney Elizabeth Ziegler

The Dress Rehearsal: Importance of a Family Meeting by Austin estate planning lawyer

Annual exams are a part of life.  As we age, these appointments grow more and more important to catch potential issues before they become serious.  Similarly, due to ever-changing tax laws and interpersonal relationships, it’s a good idea for clients to review their estate plan regularly.  When your estate plan is written, it reflects the […]

By Elizabeth Ziegler April 30, 2021
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