Nielsen Law
  • 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
  • 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

fiduciary

What Not to Include in Estate Planning Documents from Austin Estate Planning Attorney Liz Nielsen

Do Not Include

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents be thorough and provide the necessary information. Nevertheless, there […]

By Liz Nielsen July 21, 2023

Red Flags When Hiring a Professional to be Your Trustee from Austin Estate Planning Nielsen Law

Red Flag

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (this person is known as your successor trustee). Because a trustee’s work may be time-consuming, complicated, and risk liability, […]

By Liz Nielsen December 16, 2022

What if I Cannot Find a Beneficiary? from Austin Estate Planning Attorney Liz Nielsen

Find a Beneficiary

When someone who has named you as the executor of their will or the trustee of their trust passes away, you are obligated to distribute that person’s money and property according to the document’s terms to the designated beneficiaries. (For convenience, the roles of executor and trustee will be referred to throughout this article as […]

By Liz Nielsen November 1, 2022

How to Select a Fiduciary for Your Estate Plan from Austin Estate Planning Attorney Liz Nielsen

Fiduciary

While the term “fiduciary” is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to […]

By Liz Nielsen July 29, 2022
←Prev Page
123
Next Page→
  • Home
  • Who we are
  • What we do
  • Our Blog
  • Our Videos
  • Get in touch

Business WordPress theme   |   Made with by ThemeFuse

to top button